格隆汇9月18日丨凌志软件(688588.SH)公布，公司于2025年9月18日召开第五届董事会第四次会议，审 议通过了《关于使用剩余超募资金投资在建项目的议案》，同意公司使用首次公开发行股票剩余超募资 金1,389.57万元及超募资金的衍生利息、现金管理收益用于投资"基于AIGC的软件开发生态链智能平台 及垂域大模型应用"项目，并根据项目建设进度分批次投入。 ...

2025年9月18日，凌志软件召开第五届董事会第四次会议，审议通过使用首次公开发行股票剩余超募资 金1389.57万元及衍生利息、现金管理收益，投资"基于AIGC的软件开发生态链智能平台及垂域大模型 应用"项目，该事项尚需股东会审议。此项目总投资额4610.73万元，不足部分由自有资金补足，建设周 期18个月，预计2027年4月底前达可使用状态。项目实施有必要性和可行性，可提升公司研发与竞争 力。不过，项目建设及完成后可能面临宏观经济、政策、市场、技术迭代等风险。保荐机构天风证券对 此无异议。 ...

格隆汇9月18日丨凌志软件(688588.SH)公布，公司于2025年9月18日召开第五届董事会第四次会议，审 议通过了《关于使用剩余超募资金投资在建项目的议案》，同意公司使用首次公开发行股票剩余超募资 金1,389.57万元及超募资金的衍生利息、现金管理收益用于投资"基于AIGC的软件开发生态链智能平台 及垂域大模型应用"项目，并根据项目建设进度分批次投入。 ...

Core Insights - The media industry is expected to see a positive performance in H1 2025, with revenue growth accelerating from 2.47% in H1 2024 to 3.86% in H1 2025, totaling 254.86 billion yuan, and net profit increasing by 28.85% to 21.78 billion yuan [1] - The gaming sector is projected to experience significant recovery in Q2 2025, driven by improved content supply, technological advancements, and supportive policies [1] Revenue and Profit Performance - In H1 2025, the media industry achieved a revenue of 254.86 billion yuan, with a net profit of 21.78 billion yuan, reflecting a year-on-year increase of 28.85% [1] - For Q2 2025, the overall revenue of the media industry grew by 2.53% to 129.03 billion yuan, with net profit rising by 20.31% to 10.70 billion yuan [2] Gaming Sector - The gaming sector's revenue in H1 2025 reached 54.45 billion yuan, marking a 22.17% increase, while net profit surged by 74.95% to 8.05 billion yuan [3] - In Q2 2025, the gaming sector's revenue grew by 22.41% to 27.73 billion yuan, with net profit increasing by 104.47% to 4.57 billion yuan [3] Film and Television Sector - The film and television sector reported a revenue of 19.69 billion yuan in H1 2025, up 15.24%, with net profit rising to 1.78 billion yuan [4] - However, in Q2 2025, revenue declined by 21.50% to 5.57 billion yuan, resulting in a net loss of 0.59 billion yuan [4] Digital Media Sector - The digital media sector's revenue in H1 2025 was 11.94 billion yuan, down 4.06%, with net profit decreasing by 27.39% to 0.77 billion yuan [5] - In Q2 2025, revenue fell by 3.60% to 6.40 billion yuan, and net profit dropped by 40.37% to 0.40 billion yuan [6] Advertising and Marketing Sector - The advertising and marketing sector achieved a revenue of 83.85 billion yuan in H1 2025, up 4.44%, but net profit decreased by 4.20% to 2.99 billion yuan [7] - In Q2 2025, revenue increased by 11.06% to 45.22 billion yuan, while net profit fell by 14.50% to 1.48 billion yuan [7] Broadcasting and Television Sector - The broadcasting and television sector's revenue in H1 2025 was 20.85 billion yuan, down 0.83%, with a net loss of 0.21 billion yuan [8] - In Q2 2025, revenue remained stable at 11.06 billion yuan, with a net loss of 0.13 billion yuan [8] Publishing Sector - The publishing sector reported a revenue of 64.08 billion yuan in H1 2025, down 8.44%, while net profit increased by 16.33% to 8.41 billion yuan [9] - In Q2 2025, revenue decreased by 12.29% to 33.05 billion yuan, but net profit rose by 6.76% to 4.96 billion yuan [9]

最近在 B 站上，你是否也刷到过一些 "魔性" 又神奇的 AI 视频？比如英文版《甄嬛传》、坦克飞天、曹操大战孙悟空…… 这些作品不仅完美复现了原角色的音 色，连情感和韵律都做到了高度还原！更让人惊讶的是，它们居然全都是靠 AI 生成的！ 英文版 甄嬛传他来 了 论文标题： IndexTTS2: A Breakthrough in Emotionally Expressive and Duration-Controlled Auto-Regressive Zero-Shot Text-to-Speech 让坦克飞 B 站开源 index-tts-2.0 长视频测试，效果真的强，曹操大战孙悟空 如果让 AI 开中文苹果发布会， indextts2 效果展示 据悉，这些视频都是运用了 哔哩哔哩 Ind ex 团队最 新开源的文本转语音模型 IndexTTS-2.0 , 这一模型从 demo 发布起，就在海内外社区引发了不少的关注。目前 该工作在 Github 已超过 10k stars 。 论文链接：https://arxiv.org/abs/2506.21619 近年来，大规模文本转语音（Text-to-Spe ...

Group 1 - Huawei has announced price reductions for three flagship smartphone models, with the Mate X6 seeing a maximum drop of 2000 yuan, the Pura 80 series by 1500 yuan, and the Mate 70 series by 1000 yuan [2] - BMW will begin mass production of the iX3 electric vehicle at its new factory in Debrecen, Hungary, starting in late October, with the first vehicle expected to roll off the production line by the end of 2025 and sales commencing in March 2026 [2] - Honor's shipment volume in the European market increased by 42% year-on-year in Q2, making it the fastest-growing Chinese smartphone brand and placing it among the top four [2] Group 2 - According to IDC, China's smart glasses market is projected to reach a shipment volume of 2.846 million units by 2025, representing a year-on-year growth of 116.4%. Audio and audio-capturing glasses are expected to account for 2.202 million units, growing by 183.2%, while AR/VR device shipments are forecasted to reach 644,000 units, a growth of 19.8% [2]

Group 1 - The gaming sector has shown strong performance recently, driven by new product release expectations and industry recovery, with the gaming ETF (159869) gaining nearly 1.5% [1] - Major stocks in the gaming ETF include Xunyou Technology (300467) leading with over 10% increase, followed by Beiwai Technology (002148) with nearly 6% rise, and others like Kaiying Network (002517), G-bits (603444), Baotong Technology (300031), and Giant Network (002558) also showing significant gains [1] - The gaming ETF has seen a net inflow of funds for two consecutive days, accumulating a total of 5.92 billion yuan [1] Group 2 - In the first half of 2025, the gaming sector achieved revenue of 54.452 billion yuan, a year-on-year increase of 22.17%, with net profit rising 74.95% to 8.052 billion yuan [2] - The profit increase is attributed to leading companies like Perfect World (002624) focusing on core product operations and self-developed IP iterations, alongside contributions from hit games and new game version updates [2] - The overall profitability of the gaming sector improved, with gross margin and net margin rising by 0.37 percentage points and 4.13 percentage points to 67.80% and 14.74%, respectively [2] Group 3 - Wanlian Securities notes that the media sector's overall performance is recovering, with significant improvement in the gaming sector's performance in Q2 2025 [3] - The long-term outlook for the industry is positive, with expectations of recovery in industry prosperity driven by gradual restoration of content supply, deepening AI technology empowerment, policy support, and consumer recovery [3] - Companies in the film and television industry, as well as those in the gaming sector showing strong performance, are recommended for attention, along with those involved in digital assets and AIGC-related technologies [3]

最近这几年，AIGC大模型浪潮的爆发，给整个社会带来了巨大的冲击。内容创作领域，尤其是自媒体 领域受到的影响尤为明显。 作为一个通信科普自媒体博主，我一直在观察AIGC的动向，以及可能对我带来的影响。本着"打不过就 加入"的原则，我也一直在积极拥抱AIGC，尝试在工作中引入这方面的能力。 时间久了，我就形成了一些感受和看法。接下来，我就给大家做一个分享。 一、AIGC，到底给互联网带来了什么？ 如今，AIGC的崛起大幅降低了内容创作的门槛和难度。它导致自媒体领域涌入了更多创作者，内容创 作量也激增。 自媒体创作是流量经济。通过内容吸引流量，累积粉丝，然后变现（例如接广告）。 行业有很多自媒体网红也创造了不少暴富神话。在AIGC之前，自媒体领域已经是红海。AIGC之后， 红海变得更红，流量竞争变得更加惨烈。 但我个人感觉，AIGC并没有给互联网内容质量带来提升，反而增加了大量的同质化、碎片化内容和垃 圾内容。 互联网现在最大的问题不是"缺少内容"，而是"垃圾内容太多，导致真正需要的内容更难被找到"。用户 大量的时间，都浪费在对内容的筛选、过滤和判别上。AIGC内容的大量涌入加剧了这个问题。 用户对低质内容是有一 ...

感谢关注创业邦，每天精彩内容不停 1.【阿里自研AI芯片现身，部分参数比肩英伟达H20】市场传闻半个月之久的阿里自研AI芯片，9月16日晚出现在央视《新闻联播》。央视画面披露，阿里 旗下平头哥PPU芯片在部分重要参数上比肩英伟达的H20芯片，并超过A800芯片。（新浪科技） 2.【马斯克称xAI有望通过Grok 5实现AGI】马斯克在X上发帖称："我现在认为xAI有机会通过Grok 5实现AGI（人工通用智能）。以前从没这么想 过。"（IT之家） 3.【硅基流动上线腾讯混元翻译模型Hunyuan-MT-7B】据硅基流动消息，硅基流动大模型服务平台已上线腾讯混元团队最新开源的翻译模型Hunyuan- MT-7B。该模型支持33个语种互译（除中文、英语、日语等常见语种外，也包含捷克语、马拉地语、爱沙尼亚语、冰岛语等小语种），包括5种民汉语言/ 方言。（界面新闻） 4.【应用场景超800个、打造上千智能工厂，AI赋能产业转型升级】国务院新闻办公室于9月17日上午举行"高质量完成'十四五'规划"系列主题新闻发布 会，国务院国有资产监督管理委员会主任张玉卓介绍砥砺奋进"十四五"，中央企业高质量发展情况并答记者问。发布会 ...

Core Viewpoint - The article discusses the significant stock price drop of Shandong High-Speed Holdings (山高控股) amidst no negative fundamental news, leading to a swift response from management with a $100 million share buyback plan, highlighting a divergence in market perception of the company's intrinsic value [1][2][19]. Group 1: Market Reaction and Management Response - On September 16, the stock price of Shandong High-Speed Holdings experienced a sharp decline, prompting management to announce a $100 million share buyback plan the same evening [1][4]. - The stock price rebounded by 17.37% on September 17, indicating strong investor support for management's decisive action [6][19]. - The unusual trading activity was characterized by a concentrated sell-off within a short time frame, suggesting possible malicious short-selling by foreign institutions [3][4]. Group 2: Business Transformation and Strategic Positioning - Shandong High-Speed Holdings has undergone a significant transformation over the past three years, establishing a dual-engine growth model centered on "green electricity" and "computing power" [1][10]. - The company has strategically invested in Shandong High-Speed New Energy and Century Internet, positioning itself as a key player in the AI and green energy sectors [10][11]. - The integration of green electricity and computing power creates a unique ecosystem that addresses critical industry pain points, such as high electricity costs and energy consumption efficiency [14][15]. Group 3: Financial Performance and Future Outlook - For the first half of 2025, Shandong High-Speed Holdings reported revenues of approximately 2.503 billion RMB and a net profit of about 476 million RMB, reflecting a year-on-year growth of over five times [19]. - The company’s total assets exceeded 67.5 billion RMB, with emerging industry-related assets accounting for nearly 77% of total assets, indicating a strong focus on growth in these sectors [19]. - The recent buyback plan is seen as a strong counter to short-sellers and a signal of the company's commitment to expanding in the AI computing market [20][22].