张孜铭副院长不仅在学术领域有着深厚的造诣，更是科技畅销书《AIGC：智能创作时代》的 作者，其在信息管理与信息系统专业以及计算机科学与技术专业双学位的学习经历，让他在 文 科与技术的融合 领域有着独到的见解。 此次培训，他将自己多年的学习、创业与成长经验倾囊相授，为华中师范大学的同学们带来了 一场知识与智慧的盛宴。 从专业学分绩全院排名第一，到参与各类项目如问卷调研系统、PK 打卡 APP、3D 游戏作品 《Moomin TD》等的开发，再到在腾讯的实习经历以及个人生活中的点滴幸福，他用生动的 培训伊始， 张副院长以自身在华中师范大学和北京大学 的求学经历为切入点，向同学们展示 了信管专业文科生同样能够在技术领域大放异彩。 在当今飞速发展的科技浪潮中， 人 工智 能 无疑是最耀眼的明珠之一。它正深刻地改变着我 们的生活、学习和工作方式。 近日， 未可知人工智能研究院副院长张孜铭先生再次踏上征程，与华中师范大学紧密合作 ， 开展了一场别开生面的AI 主题培训，为信管专业的学子们点亮了前行的灯塔，也为 AI 时代信 管人才的成长注入了新的活力。 故事和真实的案例，让同学们深刻感受到 信管专业的广阔前景和无限可能 ...

广告行业专家交流 2025041720250416 摘要 • 腾讯广告一季度消耗绝对值逐月上升，3 月达 117 亿元，逼近去年 11 月 峰值，主要受益于视频号广告加载提升和 AI 技术对点击率及转化率的优化， 以及 AI 助手类软件广告投放大幅增长。 • 2025 年 1-4 月，视频号广告收入同比增长 80%至 92.3 亿元，小程序广 告收入同比增长 48%至 38.8 亿元，朋友圈广告收入同比增长 3%至 89.3 亿元，腾讯新闻广告收入同比下降 20%至 4.6 亿元。 • AI 技术通过混元大模型精准预测用户行为，提升广告点击率 12%；实时竞 价优化预算分配，提升朋友圈广告填充率至 65%；AIGC 创意提升素材生 产效率，目前占比约 30%，未来渗透率有望提升。 • 腾讯广告客户分为互联网原生客户（35%）、线上线下结合客户（28%） 和传统线下客户（30%），前两类受宏观经济影响较小，第三类受影响较 大。 • 视频号 2025 年目标是将广告加载率提升至 5%，目前已达 3.6%，去年为 2.6%。全年收入目标为 420 亿人民币，同比增长超 130 亿，DAU 接近 6 亿，用户时长增至 ...

近日在智慧芽成长日上， 未可知人工智能研究院院长杜雨博士带来了一场主题为 "AI 时代的 学习、成长与领导力" 的精彩分享， 为在场的每一位听众带来了关于 AI 时代职场发展与个人 成长的深刻启示。 杜雨博士是一位在多个领域都颇有建树的 跨界 精 英 。他不仅是 未可知人工智能研究院院 长，还是红杉中国前投资副总裁、科技畅销书作家 。 16 岁以前生活在恩施的他，如今已经走上了 多元发展的道路 ， 成为了一名作家、青年学 者、独立音乐人、古风 COSER，甚至还是一名中国医科大学的医学学士、《黄帝内经》修习 者。 他的跨界之旅丰富而精彩， 从投资思维到科技前瞻，从职场进阶到个人成长， 他都有着独到 的见解和深刻的体会。 | 考古学 | | 地理学 环境科学 气象学 | | 医学 | 心播 | 所有 | | 艺术学 音乐、美术 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 五行 方位 季节 气候 变化 五脏 五志 五味 五音 五色 五乐 | | | | | | | 水 北 | | 冬 寒 藏 | | 물 | ...

Core Insights - Keling AI has launched its 2.0 video generation model and 2.0 image generation model, focusing on enhanced multimodal editing capabilities [1][2] - The global user base of Keling has surpassed 22 million, with cumulative revenue exceeding 100 million yuan since commercialization [1][11] - The competition in the AI market is intensifying, with companies racing to establish dominance and secure future opportunities [1] Product Features - The new multimodal editing function allows users to input keywords and incorporate images, videos, or other modalities, enabling direct editing of generated videos [2][4] - Keling 2.0 demonstrates improved semantic understanding and detail capture compared to the previous 1.6 model, enhancing the quality of generated content [4][5] - The transition from the 1.6 model to the 2.0 model shows significant improvements in visual style, action amplitude, and detail presentation [5][6] Market Position and Strategy - Keling AI's revenue model includes both consumer subscriptions and B2B API services, with partnerships established with major companies like Xiaomi and Amazon Cloud [10] - The CEO of Kuaishou anticipates a significant revenue increase for Keling AI by 2025, indicating strong growth potential [11][12] - Kuaishou plans to invest heavily in capital expenditures and R&D to enhance Keling AI's capabilities and maintain its leading position in the short video production market [12] Industry Implications - Content creation platforms are expected to be the primary beneficiaries of advancements in video generation technology, as they possess relevant user bases and large audiences [8] - The integration of AI tools like Keling is anticipated to improve content quality on Kuaishou's platform, attracting more users and diversifying revenue streams [12]

Core Viewpoint - The article discusses the upcoming Third China AIGC Industry Summit, focusing on the integration of AI into various industries and the challenges and opportunities presented by large models in practical applications [1][19]. Group 1: Event Overview - The summit will feature over 20 prominent guests from major companies like Baidu, Huawei, and Ant Group, as well as emerging AI players [1][4]. - The agenda includes discussions on the infrastructure revolution brought by computing power, the transformation of vertical scenarios by large models, and the challenges of safety and control in implementation [2][12]. Group 2: Key Highlights - **Scene Explosion Moment**: The article emphasizes the significant restructuring across various industries due to the capabilities of large models and the decreasing costs of applications. Companies like Baidu and 面壁智能 will share their practical experiences [4][6]. - **Education Sector**: Insights will be provided by industry leaders such as 粉笔 and 网易有道 on the implementation of large models in education [5][12]. - **Entertainment Innovation**: 趣丸科技 will present their application of music generation models, showcasing how AI can democratize music creation [6][12]. Group 3: Technological Foundations - The article highlights the systemic iteration of technological foundations, including distributed computing and data storage, which are crucial for the large-scale deployment of AI [13]. - Key discussions will focus on reducing inference costs for large models and ensuring stable operation through effective data transmission and storage solutions [13][14]. Group 4: AI Ecosystem - The summit will feature a comprehensive overview of the AI commercial ecosystem, including awards for noteworthy AIGC companies and products for 2025, as well as a panoramic map of AIGC applications in China [14][15].

Investment Rating - The report maintains an "Increase" rating for the media industry, indicating a positive outlook for the sector [7][31]. Core Insights - The media sector experienced a decline of 6.88% during the week of April 7-11, 2025, influenced by market conditions. The report highlights a favorable outlook for AI applications, IP monetization, and mergers and acquisitions in the media sector [11][1]. - Key areas of focus include new applications of AI, companies with IP advantages, and the potential for resource consolidation among state-owned enterprises [1][2]. Summary by Sections Market Overview - The media sector's performance was notably poor, ranking among the lowest in terms of weekly changes, with a decline of 6.88% [11][12]. - The top five gainers in the media sector included companies like Xiangyuan Culture (6.4%) and Zhongnan Media (4.0%), while the top five losers included Reader Media (-19.7%) and Ice River Network (-15.8%) [12][15]. Sub-sector Insights - Resource consolidation expectations are centered around companies such as China Vision Media and Guangxi Broadcasting [2]. - AI-related companies to watch include AoFei Entertainment and Tom Cat, while gaming companies like Shenzhou Taiyue and Giant Network are highlighted for their strong performance potential [2]. Key Events Review - Nvidia launched the Llama Nemotron Ultra 253B model, which achieved a score of 76 in the GPQA scientific reasoning benchmark, surpassing Meta's Llama 4 [3][18]. - Meta introduced its Llama 4 model, featuring a mixture of experts (MoE) architecture, enhancing efficiency in training and user query responses [4][18]. - Kimi released a lightweight visual language model, Kimi-VL, which outperformed larger models in benchmark tests [5][18]. Sub-sector Data Tracking - The gaming sector is seeing interest in new titles such as "Victory Goddess: New Hope" and "Empire: Scepter and Civilization" [19]. - The domestic film market reported a total box office of approximately 301 million yuan for the week of April 5-11, with "Towards the Sun" leading the box office [21][20]. Company Valuation - The report includes a valuation table for media companies, indicating fluctuations in stock prices and market capitalizations, with Tencent Holdings showing a market cap of 37,919 million yuan [17].

Core Insights - The digital marketing industry is characterized by a diverse midstream service model, which includes various types of marketing services and solutions that leverage advertising platforms to reach target audiences [1][2]. Industry Overview - The digital marketing industry can be segmented into three main stages: upstream technology and content supply, midstream digital marketing services, and downstream demand [1]. - Midstream service providers are increasingly integrating content production capabilities into their offerings [2]. Regional Distribution - The most developed digital marketing industry clusters are found in Guangdong and Beijing, with a significant concentration of midstream service providers [5]. - Jiangsu province has the highest number of digital marketing industry parks, totaling 16, followed by Shandong and Hubei [8]. Business Performance - The performance of digital marketing companies is significantly influenced by the economic conditions of downstream industries. From 2023 to 2024, companies are focusing on client expansion and project development, particularly in key sectors like automotive and healthcare [9]. - Notable revenue figures for 2023 include: - BlueFocus: 23.79 billion - Three People: 4.77 billion - Liou Group: 8.38 billion [12][13]. Investment Trends - Digital marketing companies are primarily investing in business expansion and technological advancements. Recent investment activities include: - Qingmu Group plans to invest approximately 150 million in brand promotion and channel development [16]. - Yuanlong Yatu is investing about 510 million to enhance its creative design capabilities [16]. - Yinhui Group is investing 760 million in developing an AIGC marketing model to enhance service capabilities [16].

Group 1: Company Operations and Strategies - The company aims to enhance the rental rates and market competitiveness of the Yue Media Building and the Guangbao Cultural and Creative Industry Park by focusing on "stabilizing existing resources and actively expanding new resources" [1] - The company plans to strengthen brand promotion and operational management in the Guangbao Cultural and Creative Industry Park, focusing on health and culture industries to improve core competitiveness [1] - The company is committed to optimizing tenant structure and enhancing service quality within the park to attract more young people [1] Group 2: Digital Transformation and AI Initiatives - The company is integrating AIGC and large model technologies to drive digital transformation and intelligent upgrades in management and business processes [2] - The advertising division is transitioning to digital marketing, developing a full-link marketing capability, and exploring AI-driven products [2] - The company is developing a one-stop video intelligent creation platform and focusing on proprietary AI music model research [2] Group 3: Financial Performance and Shareholder Returns - The company plans to distribute a cash dividend of 0.68 yuan per 10 shares at the 2024 annual shareholders' meeting, with total cash dividends over the past three years amounting to 172.9977 million yuan [3] - The total dividends for 2022, 2023, and 2024 are 31.3486 million yuan, 62.6971 million yuan, and 78.9520 million yuan, respectively [3] - The company emphasizes the importance of balancing shareholder returns with sustainable business operations [3] Group 4: Market Position and Future Plans - The company is actively seeking investment projects in the cultural media sector, focusing on teams with strong potential for growth [4] - The management is committed to improving operational profitability and quality by accelerating new business layouts and enhancing core business capabilities [4] - The company is monitoring stock price trends and is focused on value management to enhance competitiveness and profitability [7]

Core Viewpoint - The article discusses the upcoming Third China AIGC Industry Summit, focusing on the integration of AI into various industries and the challenges faced in its implementation, emphasizing the theme "Everything Can Be AI" [19]. Group 1: Event Overview - The summit will feature over 20 prominent guests from major companies like Baidu, Huawei, and Ant Group, as well as emerging AI players [4][12]. - The agenda includes discussions on the infrastructure revolution brought by computing power, the transformation of vertical scenarios by large models, and challenges related to safety and control in implementation [2][12]. Group 2: Key Highlights - **Scene Explosion Moment**: The article highlights the significant restructuring across various industries due to the capabilities of large models and reduced application costs, with representatives from different sectors sharing their experiences [4][12]. - **Education Sector**: Insights will be provided by the CTO of Fenbi, who will discuss the path to implementing large models in education, and the head of NetEase Youdao will showcase the scaling of AI in education [5][12]. - **Entertainment Innovation**: The VP of Quwan Technology will share practical applications of music generation models that enable anyone to create music [6][12]. Group 3: Technological Foundation Revolution - The article emphasizes the systemic iteration of technological foundations, including distributed computing and data storage, which are crucial for the large-scale implementation of AI [13][12]. - Discussions will cover how to reduce inference costs for large models and how to ensure stable operation through effective data transmission and storage solutions [13][12]. Group 4: AI Ecosystem - The summit will feature a comprehensive collision of technology pioneers, industry leaders, and emerging forces, outlining the evolution path of the AI commercial ecosystem [14][12]. - Awards will be presented for "2025 Notable AIGC Companies & Products" and a comprehensive application landscape of AIGC in China will be released [15][12].

从ChatGPT到DeepSeek，这一轮AIGC浪潮中，冲到阵线最前方拿出优秀技术产品的玩家，似乎并非过 去互联网浪潮中的传统巨头。 大厂并没有落后，百度在ChatGPT-3.5上线四个月内便推出了文心一言、字节跳动的豆包一度是国内日 活最多的C端大模型产品；但在组织敏捷性和成本控制上，小公司确实优于大厂。 最关键的，面对ChatBot（对话机器人）类产品不明朗的商业前景，过去着重投入消费互联网的大厂， 在资源投入上势必更加谨慎，毕竟豆包、腾讯云宝也做不到像手游、短视频一样让人上瘾。 "在AI to C领域，我们还没有看到所谓的超级应用。"李彦宏今年2月如是说。 但是当DeepSeek开源并震撼全球后，通用语言大模型或许能走出新的商业化路径，这也让大厂开始重 估AI to C的商业价值。 以腾讯为例，其内部判断DeepSeek将是AI规模化的起点；猎豹移动董事长傅盛也在接受媒体采访时表 示，这一轮人工智能浪潮，所有大厂都在往里冲。 "大公司无论如何都得有，如果没有就不是大公司。"傅盛说。 对于AI大模型的战略节奏，马化腾曾在2023年腾讯年会上表示，核心还是要把底层的算法、算力和数 据扎扎实实做好，更关键的 ...