正在招人，去年估值1亿美金。 作者 I 周佳丽 岳笑笑 报道 I 投资界PEdaily "我们还在尝试接触肖弘团队。"华东一位看大模型的投资人聊起最新一幕，"找他们的人肯定踏破门槛了。" 肖弘 ，1992年生于江西吉安，2 015年从华中科技大学毕业在武汉开始创业，公司卖掉后202 2年启动新的AI项目——Moni c a .im，母 公司叫"蝴蝶效应"；公司联合创始人兼首席科学家 季逸超 ，同样是1992年出生，本硕毕业于北京信息科技大学。 Ma nus AI一夜爆火，一种FOMO（害怕错过）情绪也在VC圈隐隐蔓延。据了解，Ma nus已经悄悄完成两轮融资，除了老股东真格基 金之外，还浮现了红杉中国、腾讯以及原美团联合创始人王慧文的身影。 "去年早些时候大概估值1亿美金，现在爆火，已经完全聊不上了。"有投资人心情复杂道。 那是肖弘和他的联合创始人最沮丧的时刻，他们一度决定停止创业，在2016年秋天去北京大厂找到了工作。有了工作o ff e r，肖弘抱 着"玩一下"的心态，参加了当年的黑客松（Ha c ka t hon，一项流行于程序员中的热门活动）。 就是在这场比赛上，他与真格基金合伙人刘元相识。 "第二天 ...

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以下文章来源于阑夕 ，作者→ "极繁主义"。 来源 | 阑夕 （ID：techread） 虽然DeepSeek-R1确实好用，但它在爆火之后，成了人手一个的AI工具，也对中文互联网的信息环境造成了严重的污染情况，这是 一个固然难以避免但也理应得到重视的问题。 阑夕 . 寻找科技与商业的光芒。 最近一个星期以来，就我看到的刷屏文章，至少有三例都是DeepSeek-R1生成出来的、充满了事实错误的内容，却因其以假乱真的 迷惑性，让很多朋友信以为真，情绪激动的分享传播。 第一例，是知乎的这条高赞回答： 十 关注 [1] 戏已委托维权骑士。但他们拒绝了 ... Ω 30人听过 我表弟在杭州某游戏公司当原画师，他们加班到十 点就能上脉脉骂公司上热搜。但去年跳槽去追光动 画*,跟着团队为赶《白蛇2》连续三个月凌晨两点下 班,朋友圈却天天晒工作照配文"痛并快乐着"。我 问他是不是被洗脑了,他给我算了两笔账: 在游戏公司加班改图,甲方爸爸能让你把哪吒的混 天绫*从红色改成荧光粉;在动画电影团队,自己画 的眼神戏能直接决定千万观众的泪点。这种创作话 语权的差距，比敖丙*和虾兵蟹将的咖位差还大。 再说钱的事儿。互联网大厂年终奖发 ...

Group 1: Industry Insights - The petrochemical and transportation sectors are expected to see continuous improvement in supply and demand, with a positive outlook on the profitability of viscose filament yarns [3] - The semiconductor materials sector is poised for growth due to an increase in fab investments, with the number of 300mm wafer fabs in mainland China projected to rise from 29 in 2024 to 71 by 2027, indicating a significant opportunity for domestic material companies [4] - The agricultural chemicals and private refining sectors are also expected to perform well, alongside the vitamin and methionine segments [3] Group 2: Company Performance - Alibaba Group plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, marking the largest investment in this area by a private company in China [5] - Hongsoft Technology is anticipated to benefit from the rapid development of edge AI, with projected revenue of 820 million yuan in 2024, representing a 22% year-on-year increase, and a net profit of 180 million yuan, up 98% [7] - China National Offshore Oil Corporation (CNOOC) has made significant breakthroughs in oil and gas exploration in the Beibu Gulf, with a capital expenditure budget of 125 to 135 billion yuan for 2025 [8] - Andisu's revenue for 2024 is expected to reach 15.5 billion yuan, a year-on-year increase of 18%, with net profit soaring by 2,209% to 1.2 billion yuan [9] - Dongfang Yuhong reported a decline in revenue and net profit for 2024, with total revenue of 2.806 billion yuan, down 14.5%, and a net profit of 110 million yuan, down 95.2% [10]

Core Viewpoint - The company, Xiamen Gigabit Network Technology Co., Ltd. (吉比特), has clarified that rumors regarding the dissolution of its Guangzhou R&D team are unfounded, and no major layoffs have occurred. The adjustments made are due to the evaluation of underperforming self-developed projects rather than financial pressure [1][6]. Group 1: Company Adjustments - The company has recently halted several self-developed projects after a thorough review, indicating that some projects did not meet the required standards. While there will be some personnel changes, the company aims to retain talented individuals from the discontinued projects and reallocate them to fewer ongoing projects [4][5]. - The chairman, Lu Hongyan, emphasized that the adjustments are not due to financial constraints but rather a response to the underperformance of certain projects [6][7]. Group 2: Financial Performance - Gigabit's financial performance has been under pressure, with a reported revenue of 859 million yuan for the first nine months of the previous year, a decrease of 10.36% year-on-year. The total revenue for the year-to-date period was 2.818 billion yuan, down 14.77% compared to the previous year [11][12]. - The net profit attributable to shareholders was approximately 140 million yuan, reflecting a decline of 23.82% year-on-year, while the year-to-date net profit was 658 million yuan, also down 23.48% [11][12]. Group 3: Product Performance - The company's main products, including "Wandao" and "Yinian Xiaoyao," have been in operation for many years, with total revenue for these products declining by 17.19% year-on-year in the first nine months of 2024 [11][12]. - Newer titles like "Chao Jinhua Yushi 2" and "Lost Four Realms" have not performed well in the market, failing to generate significant hits. The recently launched "Wanjian Changsheng" has shown promising data, potentially contributing positively to future performance [13][14]. Group 4: Strategic Focus - The company is shifting its focus towards headlining projects, with plans to concentrate resources on key products like "Wanjian Changsheng" and "Zhangjian Chuan Shuo" [18][19]. - The company has also announced a strategic contraction, with adjustments in its operational structure, including changes in the management of certain game titles [19].

以下文章来源于阑夕 ，作者→ 阑夕 . 寻找科技与商业的光芒。 本文来自微信公众号： 阑夕 ，作者：阑夕，题图来自：AI生成 虽然DeepSeek-R1确实好用，但它在爆火之后，成了人手一个的AI工具，也对中文互联网的信息环境造成了严重的污染情况，这是一个固然难以避免 但也理应得到重视的问题。 最近一个星期以来，就我看到的刷屏文章，至少有三例都是DeepSeek-R1生成出来的、充满了事实错误的内容，却因其以假乱真的迷惑性，让很多朋友 信以为真，情绪激动地分享传播。 第一例，是知乎的这条高赞回答： 83% 知友推荐 提莫吃蘑菇 O 我已委托维权骑士。但他们拒绝了 ... Ω 30人听过 7036 人赞同了该回答 > 我表弟在杭州某游戏公司当原画师,他们加班到十 点就能上脉脉骂公司上热搜。但去年跳槽去追光动 画*,跟着团队为赶《白蛇2》连续三个月凌晨两点下 班,朋友圈却天天晒工作照配文"痛并快乐着"。我 问他是不是被洗脑了,他给我算了两笔账: 在游戏公司加班改图,甲方爸爸能让你把哪吒的混 天绫*从红色改成荧光粉;在动画电影团队,自己画 的眼神戏能直接决定千万观众的泪点。这种创作话 语权的差距，比敖丙*和虾兵蟹将 ...

Kuaishou Technology Research Summary Company Overview - **Company**: Kuaishou Technology - **Industry**: Internet and Digital Entertainment in China - **Current Price (as of Feb 28, 2025)**: HK$50.60 - **Price Target (Dec 2025)**: HK$70.00, indicating an Overweight rating [1][4][38] Core Insights - **AI Potential**: Kuaishou is viewed as a significant beneficiary of AI advancements, particularly after the launch of DeepSeek, which is expected to enhance user engagement and monetization on its main app [1][38] - **Kling AI**: Kuaishou's AI video/image generator, Kling, has over 6 million users as of December 2024 and is anticipated to create synergies with the Kuaishou app, offering monetization opportunities across various sectors such as eCommerce and professional content production [1][38] - **User Base**: Kuaishou boasts a loyal user base of 400 million daily active users (DAU), spending an average of 2 hours daily on the app, which is currently under-monetized compared to competitors [1][38] Financial Performance - **Share Price Performance**: Kuaishou's share price has underperformed the HSTECH index by 55% since January 2024, primarily due to competitive pressures from Douyin and Tencent Video Account [1][38] - **Revenue Growth**: The company is projected to achieve a revenue CAGR of 10% from 2025 to 2027, with its core business (ads and eCommerce) expected to grow at a faster rate of 13% CAGR during the same period [20][21] - **Earnings Estimates**: Adjusted EPS is forecasted to grow from Rmb 4.09 in 2024 to Rmb 4.52 in 2025, with a 20% EPS CAGR anticipated for 2026-2027 [5][38] Competitive Landscape - **Market Position**: Despite competitive concerns, Kuaishou's unique content ecosystem and loyal user base provide a strong foundation for growth. The company’s ads/eCommerce revenue per DAU is estimated to be only half of Douyin's level, indicating significant room for monetization improvement [1][38] - **External Marketing Services**: Kuaishou's external marketing service revenue grew approximately 30% in Q3 2024, driven by a surge in short play advertisers, and is expected to continue growing [25][38] Risks and Challenges - **Competitive Pressures**: Ongoing competition from Douyin and Tencent Video Accounts poses risks to Kuaishou's market share and monetization capabilities [40][41] - **Regulatory Risks**: Potential regulatory scrutiny and measures aimed at protecting teenagers could impact content and user engagement [40][41] - **Execution Risks**: There are concerns regarding the execution of Kuaishou's strategies, which could adversely affect performance [40][41] Conclusion Kuaishou Technology is positioned to leverage its AI capabilities and loyal user base to enhance monetization and drive growth. The company's current valuation presents an attractive investment opportunity, despite competitive and regulatory challenges. The upcoming 4Q24 earnings report is anticipated to provide further insights into the impact of AI on Kuaishou's core app and Kling [1][38].

Core Viewpoint - The article discusses the limitations and peculiarities of AI models like ChatGPT in generating images based on specific prompts, particularly focusing on the challenge of depicting "0 elephants in a room" and the implications of content filtering in AI systems [1][10][17]. Group 1: AI Image Generation Challenges - ChatGPT struggles to generate an image of a room with "0 elephants," often resulting in the presence of elephants in various forms [2][4]. - This issue is not unique to ChatGPT; other AI models like Grok 3 and Google's Gemini 2.0 can handle such prompts more effectively [6][7]. - The problem may stem from the AI's inability to understand negation, as the presence of the word "elephant" increases the likelihood of generating an elephant in the image [8]. Group 2: Content Filtering and Restrictions - ChatGPT recently refused to generate an image of a rose due to content guidelines, leading to confusion among users [10][11]. - The refusal may be linked to a previous incident involving prompt injection attacks, suggesting that certain keywords like "rose" are flagged by OpenAI's content filters [12][15]. - Users have found workarounds, such as using plural forms or emojis, indicating inconsistencies in the filtering system [14][16]. Group 3: Advanced AI Reasoning - When challenged to depict "-1 elephants," Grok 3 demonstrated advanced reasoning by recognizing the absurdity of the prompt and creatively suggesting a room that implies absence [18][19]. - ChatGPT, when prompted to think critically, arrived at a similar conclusion but faced integration issues with its drawing tools [23][24]. - The article raises questions about the effectiveness of AI in creative tasks and the need for better integration of reasoning models with practical applications [20][25].

凌晨三点的办公室，你还在机械调整第n版PPT配色、翻遍3小时会议录音寻找关键信息，或是对着上千 行Excel数据麻木拖动公式？加班不该是打工人的必修课， DeepSeek这些真实可用的功能，能够实打实 的帮助你提高工作效率 ： 更硬核的是：当其他的AI工具还只能帮你处理"脏活累活"的时候， Deepseek已能配合Excel VBA脚本 自动清洗数据，满足更加进阶的需求—— 3.模型大观 5分钟抓取全网财经舆情生成趋势热力图； 4分钟自动生成月度工作总结并转成汇报PPT； 3分钟把散乱录音转化为带决策清单的结构化文档； 2分钟让百页PDF自动吐出投资逻辑摘要； 1分钟用自然语言指令修复Excel异常数据； 10节课，2小时11分钟 扫码试看课程 配套赠送资料 第1章:Deepseek视角下的AIGC大楼型全景透视与简单案例演示 第2章:提示词的艺术 - 如何高效使用Deepseek 第3章: Deepseek会议纪要专家 - Al智能整理会议纪要 第4章: Deepseek文本处理高手 - 各类文本AI智能处理 第5章: Deepseek + AiPPT高效制作PPT 第6章: Deepseek数据分析能手 ...

各位童鞋搭嘎猴啊，上周"剧综市场洞察"看的怎么样？有童鞋在后台留言：" D e epSe e k开 源周太猛了，当然最猛的猛料是自曝收费只有Ope nAI的25分之一，那么低的价格，利润率 竟然还有500%，果然是颠覆式……"行业看到的是进步和未来，老程序猿们看的是提 心吊胆、胆战心惊，生怕历史的车轮碾压过来O(∩_∩)O哈哈~ 言归正传，今天就给大家分享一下 2024年中国移动互联网年度大报告。如去年报告中 Mr.QM所言"数智化"破晓时刻临近，短短一年时间，在庞大的用户基数、数字基建托 底、"百模大战"催化"科研内卷"等等因素作用下，不仅"破晓"如期而来，大家还看到了"霞 光万丈"，正所谓"轻舟已过万重山"，在D e epSe e k开源的作用下，"数智化"已经在全网无 数"云端"遍地开花，用户需求爆发、数字化基建释放出的巨大能量，可以说，我们正无限逼 近"AI奇点时刻"！ Qu e s tMobi l e数据显示，截止到2024年12月，全网月活用户已经达到12.57亿，一线、新 一线、二线城市用户接近五成，其中，一线城市用户同比增长了1.2%，一改过去几年持续 出现的四五线城市用户持续增加的局面；同时 ...