神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按: 拒绝"AI 套壳"的平庸：要么成为大模型的"供货商"，要么去发明那些只有 AI 才能实现的全新生意。文章来自编译。 在过去的八年里，我先后在 Andreessen Horowitz 以及我现在创办的 Worldbuild 担任投资人，见证了同样模式的不断重演。软件行业曾陷入一个同 质化的时代，其发展路径往往由驾轻就熟的融资套路决定，而非真正的创新。同样的单位经济效益，同样的增长曲线，同样的 C 轮及更远的发展 路径。创始人往往为了融资里程碑而非构建可持续发展的业务进行优化，导致许多公司以过高的估值筹集了过多的资金。 随着生成式人工智能的兴起和宽松货币政策的终结，那个时代已经落幕。作为一名投资人，我感到非常兴奋；AI 终于开启了自移动革命以来久违 的真正创新潜力。然而，我看到一些创始人仍在为营销或金融领域构建专业的 AI 产品，就好像他们还在打造过去十年的那种订阅制软件工具一 样。那些仍套用旧框架的人，即将犯下一个巨大的错误。 在这个时代，为了实现足以吸引风险投资人的成果（即数十亿美元规模的退出），当 ...

Group 1 - The core viewpoint of the article emphasizes the necessity for businesses to adopt GEO (Generative Engine Optimization) marketing strategies by 2026 due to the evolving landscape of digital marketing driven by generative AI [1] - The Chinese AI search marketing market is projected to continue growing, with 30% of global enterprises expected to allocate specific budgets for GEO marketing [1][2] - AI-driven search is becoming a dominant entry point for users, making it crucial for brands to ensure their complex product information is comprehensible and usable by AI [1] Group 2 - Shanghai Wake Technology is identified as a specialized provider of AI digital marketing services, focusing on integrated marketing, AI marketing, and GEO [3] - The company has developed proprietary AI training and querying systems, as well as an AI visualization marketing system, to support businesses in their digital transformation [3] - Shanghai Wake Technology emphasizes a user-value-centric approach in AI marketing, adhering to principles that avoid fabricating user reviews, exaggerating product efficacy, and disrupting normal interactions [3] Group 3 - The 90-day GEO implementation roadmap consists of three phases: diagnosing user needs and building intent models, structuring deep content, and multi-platform distribution with ongoing monitoring and iteration [4][5] - The first phase involves analyzing common user needs and assessing brand exposure in AI [4] - The essence of GEO is to create a brand strategy that is understandable by AI, focusing on a long-term content strategy based on the E-E-A-T principles (Experience, Expertise, Authority, Trustworthiness) [6]

公众号记得加星标⭐️，第一时间看推送不会错过。 在2026年国际消费电子展（CES）上，AMD展示了即将推出的Venice系列服务器CPU和MI400系列 数据中心加 速器。AMD 曾在 2025年6月的"Advancing AI" 活动上介绍过 Venice 和MI400系列的规 格，但此次是AMD首次公开展示这两个产品线的芯片。 首先，Venice 处理器最显著的变化在于其 CCD 与 I/O 芯片的封装方式有所不同。AMD 自 EPYC Rome 以来一直使用封装的有机基板来连接 CCD 和 I/O 芯片，而 Venice 似乎采用了一种更先进的 封装方式，类似于 Strix Halo 或 MI250X。另一个变化是，Venice 似乎配备了两个 I/O 芯片，而不 是之前 EPYC CPU 的单个 I/O 芯片。 Venice 芯片包含 8 个 CCD，每个 CCD 有 32 个核心，因此每个 Venice 封装最多可容纳 256 个核 心。对每个芯片进行测量后发现，每个 CCD 的 N2 硅面积约为 165 平方毫米。如果 AMD 坚持每个 核心配备 4MB 的 L3 缓存，那么每个 CCD 就包含 ...

Core Insights - The phrase "I love you, old self" has become a cultural phenomenon among youth, reflecting a shift towards self-awareness and self-love in the context of societal pressures [1][2] - This expression serves as a means for young individuals to reconcile with themselves, promoting a healthier self-dialogue and reducing self-criticism [2][4] Group 1: Cultural Context - "I love you, old self" emerged as a response to the increasing isolation in modern society, acting as an emotional anchor for individuals [4] - The phrase emphasizes the importance of self-respect and recognition of individual value, reminding people to care for themselves while considering others [4] - It reflects a broader cultural shift where individuals are encouraged to appreciate their current state rather than waiting for future achievements to validate their worth [4][5] Group 2: Psychological Implications - The phrase connects love with self-acceptance, highlighting that self-love can be a source of strength and nourishment [2][3] - It encourages individuals to acknowledge their needs and desires, fostering a proactive approach to self-care rather than waiting for external validation [3] - The dialogue initiated by "I love you, old self" allows individuals to view their challenges from a more detached perspective, facilitating self-forgiveness and acceptance [2][3]

Core Viewpoint - The article summarizes key analyst reports that are crucial for investors, highlighting significant rating changes and coverage initiations for various stocks [1]. Upgraded Ratings - Medtronic (MDT): William Blair upgraded the rating from market perform to outperform, with no target price set, citing multiple new product launches expected this year [5]. - Saia Logistics (SAIA): Stephens upgraded the rating from hold to buy, raising the target price from $308 to $414, believing that negative market sentiment has been largely absorbed [5]. - Allegiant Air (ALGT): Bank of America upgraded the rating from underperform to neutral, increasing the target price from $55 to $95, noting potential economic stimulus benefits for low-cost airlines [5]. - Stryker (SYK): Raymond James upgraded the rating from market perform to outperform, setting a target price of $418, indicating attractive valuation levels [5]. - Brinker International (EAT): UBS upgraded the rating from neutral to buy, raising the target price from $144 to $175, expecting continued strong same-store sales growth [5]. Downgraded Ratings - Shopify (SHOP): Wolfe Research downgraded the rating from outperform to market perform, withdrawing the previous target price of $185, citing high market expectations and overvaluation [6]. - Chevron (CVX) and ExxonMobil (XOM): Free Capital downgraded both from hold to sell, setting target prices at $165 and $123 respectively, arguing that optimism in the oil and gas sector is unwarranted amid falling oil prices [6]. - Lennar (LEN): UBS downgraded the rating from buy to neutral, lowering the target price from $137 to $122, indicating potential delays in margin recovery [6]. - D.R. Horton (DHI): Wells Fargo downgraded the rating from overweight to hold, reducing the target price from $180 to $155 based on market data [6]. - Wells Fargo (WFC): Baird downgraded the rating from neutral to underperform, maintaining a target price of $90, citing limited upside for bank stocks in 2026 [6]. Initiated Coverage - Covewave (CRWV): Truist Securities initiated coverage with a hold rating and a target price of $84, emphasizing the importance of its partnership with NVIDIA for long-term revenue support [6]. - Lam Research (LRCX): Alesia Investments initiated coverage with a buy rating and a target price of $260, highlighting strong growth prospects due to industry-leading equipment and expanding market share [6]. - Accenture (ACN): Truist Securities initiated coverage with a buy rating and a target price of $317, noting its attractive positioning in enterprise digital transformation driven by generative AI [6]. - Intuit (INTU): Truist Securities initiated coverage with a buy rating and a target price of $739, recognizing its dominant market position in fintech products for consumers and SMEs [6]. - Palantir (PLTR): Truist Securities initiated coverage with a buy rating and a target price of $223, pointing out its first-mover advantage in AI applications for government and enterprise [6].

[ 责编：袁晴 ] 要唱就唱主旋律，要聚就聚正能量。越是"人人都有麦克风"的时代，越需要激发网络正能量。千千万万 人都行动起来，规范自己的言行，积极传播正能量，就能让正能量"裂变"于网络空间之中。对亿万网民 来说，网络空间这一共有的精神家园，时刻呼唤正能量、好作品，传播正能量应成为每一位网民共同的 责任，对正能量网络精品一次阅览、一个点赞、一个投票、一条转发，就能让更多人感受到网络空间正 能量的充沛、好声音的唱响、主旋律的激昂。每一位网民要从自身做起，不断加强自身修养，认真践行 好网民标准，积极传播正能量，努力成为网络空间中的一颗小小火苗，用行动点燃更多人的希望和激 情，共同创造美好的网络世界，让网络成为提振发展信心、凝聚信仰力量、维护社会和谐的能量环。 当前，生成式人工智能等新技术已广泛应用于网络内容生产，越来越多的"好故事""好声音"借助这些创 新方式来呈现展示，矗立起正能量的风向标与新高地，让日新月异的互联网发展成为社会进步的"助推 器"。中国正能量网络精品征集展播活动牢牢把握"正能量是总要求、管得住是硬道理、用得好是真本 事"的重要原则，围绕年度重大主题，强化思想引领、不断守正创新，通过多种形式展示和 ...

Core Viewpoint - China's innovation strength and technological competitiveness are increasingly recognized globally, as evidenced by multiple international science and technology rankings [1][2]. Group 1: Research Output and Rankings - China occupies six positions in the top ten cities of the "Nature Index - Research Cities," with numerous cities listed in the global top 200 [1]. - The World Intellectual Property Organization's "2025 Global Innovation Index Report" ranks China among the top ten most innovative economies [1]. - Chinese scientists are taking on leadership roles in international collaborations, with a significant increase in the number of high-citation researchers awarded by Clarivate Analytics [1]. Group 2: Investment and R&D - In 2024, China's R&D expenditure is projected to exceed 3.6 trillion yuan, with R&D spending as a percentage of GDP surpassing that of some developed countries [2]. - China maintains the world's largest number of R&D personnel, contributing to high-quality research outputs, including the highest number of international journal papers and patent applications globally [2]. Group 3: Innovation Ecosystem - The establishment of three major international innovation centers in China is expected to enhance the innovation ecosystem and promote clustered development [3]. - China has the largest market and diverse application scenarios, which facilitate rapid technological iteration and commercialization [3]. - The user base for generative artificial intelligence in China is projected to reach 515 million by June 2025, reflecting a significant increase in adoption [3]. Group 4: Strengths and Areas for Improvement - China accounts for 56% of global application science output, indicating a strong performance in applied innovation and engineering implementation [4]. - However, there is a need for continued focus on foundational scientific breakthroughs and improving the conversion of research outputs into economic drivers [4]. - The emphasis on hot disciplines and industries in rankings may overlook the importance of sustained efforts in exploring new scientific questions and research fields [4]. Group 5: Global Contribution and Collaboration - China's technological advancements are increasingly contributing to the global research ecosystem, as highlighted by various metrics [5]. - The country continues to promote technological progress through open collaboration, even amid rising unilateralism and protectionism [5]. - Looking ahead, China aims to strengthen its position as a technological powerhouse while embracing global cooperation to drive further innovation [5].

面对生成式人工智能不断降低的滥用门槛，如何为技术划定合规边界、构建健康的内容治理生态、明确平台的主体责任，已成为当前难以回避的紧迫课 题。 短视频平台上，一场由AI技术滥用的"猎奇"盛宴正引发广泛忧虑。 《科创板日报》记者观察到，近期利用AI技术换脸、篡改台词以恶搞经典影视及历史人物的视频内容在网络上大量传播。这类内容已催生出一条从售卖 低价制作教程到流量变现的灰色产业链，极低的参与门槛正吸引着大量逐利者涌入。 此类视频的广泛传播与泛滥，不仅存在明显的著作权等侵权风险，更因其对历史与经典叙事的肆意歪曲，对正处于价值观形成关键期的青少年群体构成潜 在的认知误导，引发公众广泛的担忧与讨论。 1分钱入手"AI魔改"教程，日赚近千元 哪吒扛起机关枪扫射、唐僧对妖精点头哈腰、诸葛亮用流利英文"舌战群儒"......这些充斥着离奇与搞怪，甚至荒诞设定的片段，凭借其日益逼真的流畅画 面，在短视频平台上动辄收获数百万次播放，其以假乱真的程度，引起不少网友的关注和讨论。 AI魔改明成祖朱棣唱披头士英文名曲 此类内容的集中涌现，正随着生成式人工智能工具的普及而愈演愈烈。不少经典影视、历史故事，都成为被"魔改"的对象。其制作方式往 ...

Group 1 - The core viewpoint emphasizes the importance of strengthening intellectual property (IP) protection in emerging fields to drive innovation and economic growth, as outlined in the 2026 economic work priorities set by the Central Economic Work Conference [1] - The protection system for IP in emerging fields should encompass authorization, confirmation, enforcement, management, and utilization, tailored to the specific requirements of different industries [1][2] - Strategic emerging industries require enhanced IP protection to improve efficiency, while future industries need to secure competitive advantages through effective IP strategies [2] Group 2 - Different sectors, such as new energy and high-end equipment, have varying levels of IP strength and require tailored protection measures to enhance their development [2] - Future industries like the metaverse and artificial intelligence necessitate proactive IP protection to prevent monopolization by large enterprises and to foster innovation among small and medium-sized enterprises [2][3] - There is a need to improve the IP protection framework for underdeveloped areas within emerging fields, focusing on enhancing the willingness and capability of research institutions and enterprises to convert IP into practical applications [3] Group 3 - International cooperation in IP protection is crucial, particularly in trade and investment contexts, to safeguard national and business interests [3][4] - The optimization of global supply chains should leverage IP protection as a competitive tool, with a focus on improving the quality of IP held by domestic enterprises to enhance their competitive position [4] - The establishment of truly competitive innovative enterprises is essential for participating effectively in global supply chains, utilizing international IP rules for better market positioning [4]

所谓"AI魔改"视频，指的是利用生成式人工智能工具，打着"幽默""二创"的旗号，在保留经典影视作品 的人物形象前提下，在内容上完全颠覆、解构原有剧情，将经典名著变成低俗恶搞。经典之所以为经 典，在于其传递的价值观与历史厚重感。然而，"AI魔改"却将这种厚重感稀释为娱乐碎片，让英雄豪杰 沦为快餐式笑料。更令人忧心的是，当孙悟空被捏造成促销员，雷锋被杜撰成搞笑博主，年轻一代难免 会对传统文化产生错位认知——这种"解构"早已超出娱乐范畴，是对文化根基的侵蚀。 "AI魔改"背后，是商业利益对文化价值的碾压。现实中，一些商家将AI恶搞教程打包售卖，宣称"两小 时学会""轻松赚上千元"；平台算法则推波助澜，优先推荐具有"高反差感"的内容，助推形成"劣币驱逐 良币"的恶性循环。当传承经典、致敬先烈的原创内容被挤压，优质作品难出头，整个创作生态便会陷 入浮躁。而观众也会在碎片化、无营养的信息轰炸中，逐渐丧失对深度叙事的耐心，致使互联网创作越 发速食化、肤浅化。 （来源：工人日报） 唐僧不取经了，开始和女儿国国王讨论保险理赔；关羽不再过五关斩六将，而是因为买到假皮鞋找刘备 维权……一段时间以来，经典影视剧被"AI魔改"的荒诞剧 ...