（原标题：两天下载量破50万，蚂蚁"灵光"如何打造下一代AI入口？） 21世纪经济报道记者 董静怡 "灵光：把复杂变简单的AI伙伴"，开篇，灵光app这样介绍自己。 11月18日，蚂蚁集团发布全模态通用AI助手"灵光"，支持"自然语言30秒生成小应用"，也可以输出3D 数字模型、音频、图标等全模态信息。数据显示，"灵光"上线首日下载量突破20万，两天多下载量破50 万，第三天冲上App Store总榜第七，App Store免费工具榜第一。 大背景是，市场需求已经发生了微妙变化。早期的AI产品用户往往带着好奇和尝鲜的心态，他们对技 术的瑕疵较为宽容。但如今，用户更关心的是AI能否真正解决生活中的痛点。 资本市场同样对单纯的技术突破略显疲态。Meta虽开源Llama系列却难变现，OpenAI因治理动荡和商业 化路径模糊遭遇估值回调，投资者关注焦点已从谁的模型更强转向谁的AI能赚钱。 据悉，"灵光"作为业内首个全代码生成多模态内容的AI助手，首批上线了三大核心功能——"灵光对 话""灵光闪应用""灵光开眼"。 问答部分，虽然还是Chatbot的形式，但支持3D、音视频、图表、动画、地图等全模态信息输出，让对 话更 ...

Group 1 - Google released its latest AI model, Gemini 3, which scored 1501 in the LMArena large model arena, ranking first [1] - Gemini has over 650 million monthly active users, with more than 70% of cloud customers utilizing its AI capabilities, and 13 million developers are leveraging its generative models [1] - Berkshire Hathaway's first investment in Alphabet indicates strong recognition of Google's product ecosystem and AI strategy, boosting global market expectations for AI companies [1] Group 2 - Chinese AI company Wondershare Technology has integrated Google's Veo3 and Nano Banana model capabilities into its products, showcasing its AI-powered video editing tool at the 2025 Google Developer Conference [2] - Wondershare Technology operates in over 200 countries and regions, with a cumulative active user base exceeding 2 billion, offering popular products like Wondershare Filmora and others [2] - In the first three quarters of 2025, Wondershare's AI server call volume surpassed 800 million, reflecting increased user enthusiasm for AI [2]

Group 1 - Google launched its latest AI model, Gemini 3, which scored 1501 in the LMArena large model arena, ranking first [1] - Gemini has over 650 million monthly active users, with more than 70% of cloud customers utilizing its AI capabilities, and 13 million developers using its generative models [1] - Berkshire Hathaway's first investment in Alphabet indicates strong recognition of Google's product ecosystem and AI strategy, boosting market expectations for AI companies globally [1] Group 2 - Chinese AI company Wondershare Technology has integrated Google's Veo3 and Nano Banana model capabilities into its products, showcasing its AI video editing tool at the 2025 Google Developer Conference [2] - Wondershare's products are available in over 200 countries, with a cumulative active user base exceeding 2 billion, including popular offerings like Wondershare Filmora [2] - In the first three quarters of 2025, Wondershare's AI server call volume surpassed 800 million, reflecting increased user enthusiasm for AI [2]

Group 1 - The A-share market experienced a decline on November 18, with major indices falling: Shanghai Composite Index down 0.56%, Shenzhen Component Index down 0.43%, and ChiNext Index down 0.43%. The market's half-day trading volume exceeded 1.29 trillion yuan [1] - AI-related sectors showed strong performance, particularly in the "AI + e-commerce" direction, with stocks like Sora, multi-modal AI, and others seeing significant gains. Notable stocks such as Xuan Ya International, Zhi De Mai, Fu Shi Holdings, and Guangyun Technology hit the "20CM" limit up [1] - Ant Group launched a multi-modal AI assistant named "Lingguang," which supports natural language generation of small applications in 30 seconds and is the first in the industry to generate multi-modal content, including 3D models, audio, icons, animations, and maps. The assistant has three main functions and is available on both Android and Apple app stores [1] Group 2 - CITIC Securities indicated that the breakthrough in the multi-modal industry lies in the understanding rather than the generation aspect. The mainstream models are shifting from "modular" to "native multi-modal" architecture, which is expected to address AI understanding bottlenecks and drive industry value transitions. The firm recommends focusing on both "infrastructure" and "application" sectors [2] - The new energy sector is experiencing a pullback, particularly in the lithium battery supply chain, with significant declines in stocks like Huasheng Lithium Battery, Zhongyi Technology, and Tianli Lithium Energy. CATL's stock also fell by 1% following an announcement regarding a share transfer by a major shareholder [2] - Rising battery material prices are strengthening the lithium battery supply chain, driven by improved supply-demand dynamics in the energy storage industry. The demand for lithium iron phosphate, a mainstream technology for energy storage batteries, is increasing, while the supply of lithium hexafluorophosphate remains tight due to cautious expansion [2] - CITIC Jiantou expressed optimism about the excess profits in the downstream investment and operation of energy storage, which will be passed upstream through price increases in materials, batteries, and integration. The lithium battery supply chain shows significant elasticity, with opportunities in lithium hexafluorophosphate, lithium iron phosphate, anode materials, and separators [3]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ | Sora 概念 (文生视频) | | | | | --- | --- | --- | --- | | | 2410.47 3.22% | | | | 成分股 基金 | 资金 | 板块分析 | 新闻 | | 5展开分析 | 最新 | 涨幅 ◆ | 流通市值 | | 福石控股 | 7.06 | 20.07% | 66.71Z | | 创 300071 | | | | | 首板涨停 人气龙头2 最终涨停 11:08 | | | | | 值得买 | 48.59 | 20.00% | 59.41Z | | 创 300785 | | | | | 首板涨停 最终涨停 11:18 | | | | | 元隆雅图 | 20.54 | 10.02% | 48.5亿 | | 002878 | | | | | 首板涨停 最终涨停09:43 | | | | | 视觉中国 | 23.66 | 10.00% | 160亿 | | ■ 000681 | | | | | 首板涨停 最终涨停 11:15 | | | | | 易点天下 ...

今天上午，市场主线切换。新能源赛道回调，TMT板块上涨。 TMT板块中，AI应用方向持续活跃，宣亚国际、值得买、福石控股、光云科技等个股集体"20CM"涨停。半导体产业链走强，北方华创、中微公司、拓荆 科技等设备股大涨；算力产业链反弹，寒武纪、海光信息、新易盛、胜宏科技等龙头股上涨。 截至上午收盘，上证指数下跌0.56%，深证成指下跌0.43%，创业板指下跌0.43%。市场半日成交额超1.29万亿元。 AI应用板块持续走强 今天上午，AI应用主线继续表现活跃，"AI+电商"方向走势最强，拼多多概念、互联网电商等板块涨幅居前，Sora概念、多模态AI等板块上涨。宣亚国 际、值得买、福石控股、光云科技等个股迎来"20CM"涨停。 | 兀堡推长 | 20.54 | 10.02% | 48.5 Z | | --- | --- | --- | --- | | 002878 | | | | | 首板涨停 最终涨停 09:43 | | | | | 视觉中国 | 23.66 | 10.00% | 160亿 | | 融 000681 | | | | | 首板涨停 最终涨停 11:15 | | | | | 易点天下 | 34.1 ...

今天上午，市场主线切换。新能源赛道回调，TMT板块上涨。 TMT板块中，AI应用方向持续活跃，宣亚国际（300612）、值得买（300785）、福石控股（300071）、光云科技等个股集体"20CM"涨停。半导体产业链 走强，北方华创（002371）、中微公司、拓荆科技等设备股大涨；算力产业链反弹，寒武纪、海光信息、新易盛（300502）、胜宏科技（300476）等龙头 股上涨。 截至上午收盘，上证指数下跌0.56%，深证成指下跌0.43%，创业板指下跌0.43%。市场半日成交额超1.29万亿元。 AI应用板块持续走强 | | | Sora 概念 (文生视频) 2410.47 3.22% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | 5展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 福右控股 创 300071 | | 7.06 | 20.07% | 66.7 亿 | | 首板涨停 人气龙头2 最终涨停 11:08 | | | | | | 值得买 8 300785 | | 48.59 | 20.00% | ...

Core Viewpoint - The article discusses the evolution of AI from being merely an assistant to becoming a partner, emphasizing the integration of AI into everyday life through advanced hardware and multi-modal capabilities [2][4][36]. Group 1: AI Hardware Evolution - 2025 is projected to be a pivotal year for AI hardware, with advancements in multi-modal large models enabling AI to understand images, perceive environments, and respond proactively [3][4]. - AI hardware is transitioning from niche products for tech enthusiasts to essential tools for the general public, with a surge in various devices like recording pens, cameras, and smart glasses [3][4]. Group 2: Baidu's Strategy - Baidu's new multi-modal AI assistant, "Super Baidu," represents a comprehensive upgrade across its entire product ecosystem, aiming to redefine human-machine interaction [4][6]. - The company focuses on enhancing the AI assistant's capabilities in perception, learning, and memory, rather than just embedding AI into hardware [8][12]. Group 3: Features of Super Baidu - Super Baidu introduces three major advancements: 1. Transitioning from single-point responses to global understanding, allowing for context-aware decision-making [12]. 2. Moving from passive to proactive intelligence, anticipating user needs and providing solutions [13]. 3. Enhancing personalized memory, enabling the AI to understand user emotions and preferences [14]. Group 4: Product Highlights - The new Baidu AI glasses feature advanced technology, including a Qualcomm Snapdragon AR1 chip, 12MP camera, and a long battery life of up to 68 hours with a charging case [17][18]. - The AI glasses can perform tasks like recording important information and generating reminders, showcasing the integration of AI into daily activities [21][22]. Group 5: Market Trends - The global AI hardware market is expected to grow significantly, from approximately $5.9 billion in 2024 to $66.8 billion in 2025, with a projected CAGR of 18% [33]. - Baidu's strategy positions it well within this growing market, with a current penetration rate of 54 million households for its products [34].

Core Insights - The year 2025 marks a significant breakthrough for AI hardware, transitioning from niche applications to mainstream integration in daily life, driven by advancements in multimodal large models like GPT-4o and Gemini 1.5 [1][2][19] - Baidu's launch of the new multimodal AI assistant, "Super Baidu," represents a comprehensive upgrade across its entire product ecosystem, aiming to redefine human-machine interaction [2][4][6] Group 1: AI Hardware Evolution - AI hardware is evolving from being mere gadgets for tech enthusiasts to essential tools for everyday users, with products like smart glasses, cameras, and speakers being redefined for broader applications [1][4] - The introduction of "Super Baidu" emphasizes the shift from AI as an accessory to a core component that drives hardware innovation and enhances user experience [4][6] Group 2: Features of Super Baidu - Super Baidu's capabilities include advanced perception, learning, and memory, allowing for a more nuanced understanding of user needs and context [6][19] - The assistant can now perform complex tasks such as "smart object finding," which involves scanning real-time environments and analyzing historical data to locate lost items [5][6] Group 3: Product Innovations - The new Baidu AI glasses feature Qualcomm Snapdragon AR1 chip, 12MP camera, and advanced audio technology, ensuring high-quality performance and user experience [8][10] - The AI glasses can automatically capture and remember important information, enhancing productivity in various scenarios, including meetings and daily tasks [11][13] Group 4: Market Trends and Strategic Positioning - The global AI hardware market is projected to grow from approximately $5.9 billion in 2024 to $66.8 billion in 2025, with a compound annual growth rate of about 18% [20] - Baidu's strategy focuses on integrating AI capabilities into its hardware offerings, aiming to create a seamless user experience and expand its market penetration [20][21]

Core Insights - The article discusses the launch of Baidu's upgraded multimodal AI assistant, "Super Baidu," which aims to revolutionize human-computer interaction and enhance smart hardware experiences [1][3]. Group 1: Product Launch and Features - Baidu's new AI assistant, Super Baidu, has been officially launched at the Baidu World Conference, along with new hardware products including the Baidu AI Glasses Pro and smart cameras [1][3]. - Super Baidu features advanced multimodal interaction capabilities, allowing it to understand the real world through voice, visual, and spatial information [3]. - The AI assistant can perform tasks such as taking photos, recognizing information, and generating reminders based on user commands, enhancing convenience in daily activities [3][4]. Group 2: Applications and Use Cases - The "AI Meeting Minutes" feature allows for recording, transcription, and intelligent summarization of meetings, including the ability to match visual materials to notes [3][4]. - Super Baidu introduces the "AI Care" function for home monitoring, providing customized reminders for specific behaviors of children and pets, and can actively intervene when necessary [4]. - The assistant is also positioned as a health manager for elderly family members, offering medication reminders and dietary suggestions [4]. Group 3: Market Strategy and Industry Impact - Baidu aims to open up the capabilities of Super Baidu to various industries, including smart hotels, elderly care, smart appliances, and AI toys, promoting a broader adoption of AI technologies [5]. - The company emphasizes a collaborative approach to enhance user experiences across different sectors by leveraging the capabilities of Super Baidu [5].