最近，奥特曼相关的AI视频持续刷屏。 OpenAI推出的Sora 2横空出世，再度引爆科技界，OpenAI被称为又一次ChatGPT时刻。 当年ChatGPT重塑搜索场景，如今Sora 2携大招而来，矛头直指科技巨头Meta。 Sora是OpenAI开发的AI视频生成工具，Sora 2不仅具备强大的AI视频生成功能，还配备全套社交平台设施。 用户可自行制作AI短视频并上传分享，俨然一款全新社交媒体软件。 产品上线后迅速刷屏，颇有当年TikTok入驻北美的迅猛势头。 要知道，TikTok大火时，Meta股价曾大跌70%，Sora 2强势挑战，Meta是否会面临类似冲击？ OpenAI为何要打造平台正面硬刚科技巨头？未来AI巨头又将如何重塑科技行业？ 不过，最让资本市场震撼的并非技术本身，是Sora 2附带的全新商业模式。 人们之前将Sora定位为AI视频生成工具，如今的Sora 2不仅有生成功能，还配备全套社交平台设施。 用户可直接在平台刷AI短视频，体验与TikTok和Instagram别无二致，具备社交属性。 Sora应用带有名为CAMUS的功能，用户扫描面部即可生成仿真虚拟人物，真实度接近真人拍摄。 早在 ...

Goldman Sachs has increased the price target for Reddit Inc. (NYSE:RDDT) to $236, indicating a 20.19% potential upside.Reddit's stock outperformed major indices with a recent close at $203.68, despite a 21.92% decline over the past month.The company is expected to report a significant earnings per share (EPS) growth of 225% in its upcoming financial results on October 30, 2025.Reddit Inc. (NYSE:RDDT), a leading social media platform celebrated for its diverse user-generated content and vibrant community dis ...

国庆八天假，大家都去了哪里玩？是爬了北京的埃菲尔铁塔，还是逛了巴黎的天坛，还是打卡了伦敦的花果山？ 如果你觉得离谱，那说明你还没有受骗，但架不住有人已经被骗了。BBC 的一则报道里，就真的有人被骗到：两位游客满心期待地奔赴秘鲁安第斯山中 的「圣胡曼塔伊峡谷」，花了 160 美元车费，长途跋涉，来到了偏远山区地带，然后发现——这个峡谷不存在。 秘鲁的安第斯山脉 「北京埃菲尔铁塔」也是 AI 的手笔，来自旅行平台 Layla，他们还曾给英国游客设计过一条横跨意大利北部的「特种兵」行程，路线安排极其不合理， 大部分时间都是在路上，堪比拉练。 最大的问题在于，游客对于目的地并不熟悉，还只能去到了才发现。尤其是有些资深驴友，喜欢挖掘不为人知的小众地点，被 AI 摆一道，也是很有可 能。 根据全球救援组织 2025 年夏季旅行者安全与情绪调查，有24%的旅行者使用过人工智能进行旅行规划。最常见的用途包括行程规划（75%）和目的地研 究（71%），其次是餐厅推荐（37%）和（25%）。 有趣的是，当被问及在国外紧急情况下是否会信任 AI 时，有30%的受访者表示「是」，33%的受访者表示「否」，37%的受访者表示不确定。 ...

向Meta等发起更直接的竞争 Sora 2采用类似TikTok和Instagram Reels的滑动浏览方式，被认为这显示了OpenAI在AI视频生成与社交 领域结合上的野心。业内认为，这不仅是推动AI技术大众化的一步，也可能成为OpenAI探索广告变现 的重要路径。 当地时间9月30日，OpenAI宣布推出一款全新社交媒体应用，依托升级版AI视频生成器Sora 2，用户只 需输入文本提示即可生成带音频的高清短片，并能上传视频至虚拟场景中与他人互动。该应用计划率先 在美国和加拿大通过苹果App Store以邀请制上线，被认为是OpenAI在视频赛道上的一次重要尝试。 AI生成视频的"ChatGPT时刻"？ 与去年底发布的初版相比，Sora 2在物理规律呈现和提示一致性上均有显著改进。用户不仅可以生成更 复杂的画面场景，还可自动添加背景音效、多语言对白及环境噪声，从而形成更逼真的沉浸式短片。 新版本还引入"化身"功能，用户能够创建高度拟真的AI头像和声音，并允许其嵌入自己或朋友的视频 中。OpenAI视频团队负责人比尔·皮布尔斯（Bill Peebles）表示："这可能是视频生成领域的'ChatGPT时 刻'。 ...

Group 1 - The core viewpoint is that Thailand's food service market is projected to exceed 967 billion THB in retail sales by 2024, growing at an average annual rate of 13.7% from 2021 to 2024, with a year-on-year increase of 5.2% [1] - The growth reflects the long-term strength and potential of Thailand's food service industry, driven by economic recovery post-multiple crises and the ability of Thai businesses to adapt and innovate in a highly competitive market [1] - The distribution of food service types shows that street restaurants, stalls, and kiosks account for 32.35% of total retail sales, followed by cafes and bars at 29.5%, limited-service restaurants at 20.1%, full-service restaurants at 17.99%, and buffets at 0.05%, indicating diverse consumer demands [1] Group 2 - The report from the USDA outlines key trends shaping Thailand's food service industry towards 2025, including high-end processed foods, sustainability, zero-waste cooking, specialty food groceries, nostalgic trends, non-alcoholic beverages, and social media influence [1] - The competitive landscape is highlighted by the registration data for the first half of 2025, showing 1,832 new businesses established and 276 businesses closed, indicating intense competition and challenges in concepts and services [2] - Operators are advised to closely monitor consumer trends and adapt their business models to meet the needs of consumers who can easily access information online, with the identified food trends aiding in decision-making and consumer understanding [2]

Group 1 - The White House launched an official TikTok account on June 19, 2023, to communicate President Trump's messages to American users, marking the first official TikTok account for the current U.S. administration [1][3] - The first video posted on the account was titled "America, we are back! TikTok users, how are you?" where Trump stated, "I am your voice" [3] - White House Press Secretary Karine Jean-Pierre emphasized the administration's commitment to reaching a broad audience through various platforms, highlighting a unique approach to communication [3] Group 2 - In April 2024, President Biden signed a "sell or be banned" law requiring TikTok's parent company, ByteDance, to sell the app to a non-Chinese company within 270 days, or face a ban in the U.S. starting January 19, 2025 [3] - Trump extended the enforcement grace period of the "sell or be banned" law by 90 days on June 19, allowing TikTok to continue operating in the U.S. until September 17, 2025 [4] - The Chinese Foreign Ministry reiterated its stance on TikTok, advocating for a fair business environment for all market participants in the U.S. and emphasizing the app's positive impact on U.S. employment and consumption [4] Group 3 - Trump has a strong affinity for TikTok, believing it helped him gain support from younger voters and contributed to his success in the 2024 election, with his campaign account amassing over 15 million followers [5] - TikTok is a highly popular social media application in the U.S., boasting approximately 170 million users [5]

Core Viewpoint - The acquisition of Hupu by Xunlei for 500 million RMB signifies the end of the "BBS era" in Chinese internet history, highlighting the decline of traditional BBS platforms in favor of social media [3][8][12] Group 1: Acquisition Details - Hupu was acquired by Xunlei for 500 million RMB, excluding its stake in Dewu, indicating a relatively low valuation [3] - The future synergy between Xunlei and Hupu remains unclear, raising questions about the strategic direction post-acquisition [3] Group 2: Decline of BBS - BBS platforms, once central to the internet experience for users from the late 20th century to early 21st century, have largely disappeared or are struggling to survive [3][4] - The rise of blogs and social media platforms like Weibo and WeChat around 2005 and 2010 marked the beginning of BBS's long-term decline [5][7] - The content distribution model of BBS, which was relatively egalitarian, has been replaced by creator-centric models in social media, leading to a shift in user engagement [6][10] Group 3: Comparison with Social Media - Unlike BBS, which organized content around posts and lacked a follower mechanism, social media platforms focus on creators and their ability to accumulate followers and influence [6][10] - The transition from BBS to social media reflects a broader trend where user-generated content is increasingly driven by algorithms and social connections [6][10] Group 4: Attempts at Revival - Various attempts to revive BBS-like models, such as Tencent's QQ Interest Groups and WeChat Circles, have failed to gain traction [10] - The decline of BBS is attributed not only to the rise of social media but also to the inability of BBS platforms to adapt to mobile internet trends [8][11] Group 5: Future Outlook - The acquisition of Hupu raises concerns about the viability of BBS-type products in the current internet landscape, as larger internet companies have deprioritized such platforms [11] - The notion that short videos were the final blow to BBS is misleading, as BBS had already been in decline long before the rise of short video platforms [12]