文｜周鑫雨 编辑｜苏建勋 如果没有亲自上手，真的很难形容Loopit的产品定位。 它像是内容"活过来"的抖音。通过Feed流喂给用户的内容，不只是视频、图片、音乐，而是可以通过点击、划动、自拍、语音、摇一摇等玩法，进行互动 的内容。 由于产品交互太新，在和Loopit创始人陈炜鹏交流之前，他极力嘱咐我们："不能只看demo，一定要亲自体验！" 此前，陈炜鹏是搜狗和百川智能的技术负责人。2025年6月，他创立了AI应用公司"涌跃智能"，产品方向为AI内容社区。《智能涌现》独家获悉，涌跃智 能过去30天内完成了两轮融资。据测算，最新估值较1个月前提升了6倍。 2026年2月10日，旗下产品Loopit正式上线，一名海外用户将使用视频，发布到了X，随即得到了埃隆·马斯克的评论转发。 △马斯克转发Loopit。图源：马斯克X账号 的确，在一众工具型、服务垂直场景的AI产品中，这款名为Loopit的平台型AI社区应用，形态和玩法，都令人眼前一亮。 △打开Loopit，就能看到单列Feed流中，有用户发布的各种互动内容，比如用手指滑动掉落的柚子，让它们在卡皮巴拉头上保持平衡。图源：作者试用 在内容生产的另一端，与UGC平 ...

Core Viewpoint - Seedance 2.0, developed by ByteDance, has gained significant attention for its advanced video generation capabilities, raising concerns about the implications of realistic AI-generated content and its potential impact on the industry [4][7][20]. Group 1: Seedance 2.0 Features and Impact - Seedance 2.0 allows users to input multiple types of media (text, images, videos, audio) simultaneously, enhancing creative flexibility [10][14]. - The model's ability to simulate physical phenomena, such as gravity and motion, significantly improves the realism of generated videos, reducing common artifacts like "floating" objects [15][26]. - The introduction of precise frame transitions and storyboard-driven video generation allows for a more controlled and coherent narrative flow in the output [16][18]. - The model's performance has led to a surge in stock prices for companies in the media and AI application sectors, with some stocks rising by 10% in a single day [7][8]. Group 2: Industry Reactions and Concerns - The rapid success of Seedance 2.0 has sparked fears among industry experts about the potential for misuse and the erosion of content authenticity [6][21]. - Previous models like Sora 2 faced significant challenges, including a sharp decline in user retention and issues related to copyright and digital rights, which may serve as cautionary tales for Seedance 2.0 [8][41][44]. - The model's ability to generate content featuring popular IP characters raises ongoing copyright concerns, prompting ByteDance to take a more cautious approach to its features [46][48]. Group 3: Future Considerations - The long-term success of Seedance 2.0 will depend on its ability to create meaningful user experiences and integrate deeply with existing platforms like Douyin and Jianying, forming a comprehensive creative ecosystem [48][49]. - The model's advancements in understanding physical laws and causal relationships may position it closer to achieving Artificial General Intelligence (AGI), as it demonstrates a shift from mere pattern recognition to conceptual reasoning [28][30][34].

2月10日早盘，多只港股AI医疗概念股表现活跃。截至10时25分，云知声涨11.64%，英矽智能涨9.46%，医渡科技涨2.94%，晶泰控股涨2.66%。 上证报中国证券网讯（记者 孔令仪）2月10日早盘，多只港股AI医疗概念股表现活跃。截至10时25分，云知声涨11.64%，英矽智能涨9.46%，医渡科技涨 2.94%，晶泰控股涨2.66%。 | | | | | 10:27 324.800 | | --- | --- | --- | --- | --- | | | | | | 10:27 324.600↓ | | -3.82 | | | | 10:27324.600 | | 成交额 | A | 135.4万 ↓ | | 10:27 325.000↑ | | 1774万 | | | | 10:27 324.600↓ | | | | | | 10:27 324.600 | | | | | | 10:27324.600 | | | | | | 10:27 324.200↓ | | | | | | 10:27 324.200 | | 09:3 | 10:25 | 12:00/13:00 | 16:00 | 更多成交 ...

Core Insights - The article emphasizes the importance of visual long-term memory in AI, arguing that understanding the world requires more than just intelligence; it necessitates memory capabilities [1][2] - Memories.ai aims to create a foundational system for visual long-term memory, focusing on encoding video into structured data that can be efficiently retrieved and stored [2][10] - The company believes that the future of AI will require a system that understands human context and preferences, acting as a bridge between humans and various agents [8][18] Group 1: Company Vision and Technology - Memories.ai is developing the Large Visual Memory Model (LVMM), which transforms video into AI-consumable structured representations, enabling efficient retrieval and long-term storage [2][10] - The company differentiates itself by focusing on memory rather than intelligence, addressing the limitations of current AI systems that primarily rely on text-based memory [9][15] - The technology aims to provide a comprehensive understanding of the world, akin to human perception, rather than just processing text [1][25] Group 2: Market Position and Applications - The company is targeting three main business directions: consumer-grade AI hardware with cameras, enterprise-level AI hardware for security and operations management, and long-term memory systems for humanoid robots [22][21] - Current applications include partnerships with security companies to enhance real-time monitoring and behavior modeling, demonstrating the practical value of visual memory systems [26][27] - The company envisions becoming a centralized visual memory platform, providing unified video storage, understanding, and management capabilities for various industries [28][30] Group 3: Funding and Talent Strategy - Memories.ai has successfully raised over $8 million in seed funding, with notable investors including Samsung Next and Susa Ventures, which supports its technology development and market expansion [30][31] - The company emphasizes a focused approach, concentrating solely on visual memory and video encoding, avoiding distractions from hardware development [32][33] - By offering competitive compensation packages, the company aims to attract top-tier research talent, which is crucial for advancing its technology and product development [31][32]

几个月来，不少朋友都在纠结：到底要不要买一台笔记本电脑或手机囤着？ 起初大家觉得。电子产品买新不买旧，没必要囤旧款。直到内存价格暴涨，新款产品降配保价，大家这才悟了：不是新款买不起，而是老款旗舰的大 内存版本更有性价比。 企业主也快吃不消了。1月6日，蔚来李斌也在媒体沟通会上公开表示，今年最大的成本压力是内存涨价。联想、惠普等OEM厂商也已经明确通知， 将上调笔记本等产品的价格。 从消费端的手机、笔记本电脑，到企业端的服务器、智能汽车，全产业链都被卷入成本飙升的漩涡。 起于2025年的这一波内存涨价潮，迎来了最高潮的部分：一箱内存条，能换上海一套房。 根据公开报道，256G DDR5服务器内存单价已突破4万元，部分高端型号高达49999元/根，一箱100根的总价接近500万元，相当于上海一套房。而 1637年郁金香泡沫的顶峰时期，一株优质郁金香球茎的标价高达5500至6000荷兰盾，能买下阿姆斯特丹河畔的一栋豪宅。 彼时彼刻，恰如此时此刻。 于是，关于内存泡沫的说法，在网上疯狂流传：内存价格之所以涨了四倍，是因为有人用根本不存在的钱，买下了大量尚未生产出来的内存，准备装 进同样尚未生产出来的GPU里，再放进尚 ...

Core Insights - The article discusses the challenges and strategies of Wu Yonghui, who took over the Seed department at ByteDance, focusing on improving model capabilities and fostering a research-oriented atmosphere [2][3][20] - It highlights the balance between long-term research goals and short-term deliverables, emphasizing the need for both innovation and discipline in a competitive environment [23] Group 1: Leadership and Management - Wu Yonghui's leadership style is characterized as calm and pragmatic, focusing on enhancing model capabilities and research efficiency [3][5] - He has implemented a structure that encourages collaboration across teams, breaking down silos to improve communication and resource allocation [6][7] - The Seed team has been restructured into virtual teams to tackle foundational AGI topics and improve overall efficiency [6][19] Group 2: Research and Development - The upcoming Doubao 2.0 model, with 1 trillion parameters, represents a significant achievement for the Seed team, showcasing their advancements in model training [17][19] - The team has faced infrastructure challenges during the training of Doubao 2.0, highlighting the importance of a stable foundation for scaling model parameters [18][19] - Despite the focus on high-quality research, there is pressure to deliver short-term results, leading to potential conflicts between innovative research and immediate business needs [22][23] Group 3: Organizational Culture - The Seed department has cultivated a unique culture that blends startup agility with academic creativity, encouraging researchers to publish their findings and share knowledge [20][21] - The management has adopted a more relaxed evaluation mechanism, allowing researchers to explore innovative ideas without the constraints of traditional performance metrics [20][21] - However, the need for competitive output has led to a shift in focus towards projects that yield immediate results, impacting the overall research direction [22][23]

消息面上，据IDC报告显示，各行各业对Agent的需求正以指数级速度膨胀。全球Agent年度Token消耗 将从2025年的0.0005PetaTokens，暴增至2030年的152667PetaTokens，年复合增长率高达3418%。而全球 活跃Agent数量也将从2025年的2860万，飙升至2030年的22.16亿，五年增长近80倍，年复合增长率 139%。 公开资料显示，作为全球领先的AI应用平台，迈富时已累计服务超过21万家企业。目前，迈富时GEO 已深度落地零售消费、B2B生产制造、汽车、家居、大健康、文旅、外贸出海等多行业。此外，迈富时 Marketingforce日前宣布全新升级GEO智能助手。强化生成式引擎优化(GEO)技术，构建全链路AI原生 营销闭环，助力企业抢占AGI时代AI搜索流量高地，沉淀品牌AI认知资产，筑牢消费者决策全链路竞争 优势。 迈富时(02556)午后涨近10%，截至发稿，涨9.06%，报41.16港元，成交额1.72亿港元。 ...

公开资料显示，作为全球领先的AI应用平台，迈富时已累计服务超过21万家企业。目前，迈富时GEO 已深度落地零售消费、B2B生产制造、汽车、家居、大健康、文旅、外贸出海等多行业。此外，迈富时 Marketingforce日前宣布全新升级GEO智能助手。强化生成式引擎优化（GEO）技术，构建全链路AI原 生营销闭环，助力企业抢占AGI时代AI搜索流量高地，沉淀品牌AI认知资产，筑牢消费者决策全链路竞 争优势。 智通财经APP获悉，迈富时(02556)午后涨近10%，截至发稿，涨9.06%，报41.16港元，成交额1.72亿港 元。 消息面上，据IDC报告显示，各行各业对Agent的需求正以指数级速度膨胀。全球Agent年度Token消耗 将从2025年的0.0005PetaTokens，暴增至2030年的152667PetaTokens，年复合增长率高达3418%。而全球 活跃Agent数量也将从2025年的2860万，飙升至2030年的22.16亿，五年增长近80倍，年复合增长率 139%。 ...

智通财经APP获悉，中盛集团发布研报称，判断云知声(09678)近三年营收将呈现出加速的状态， 预 计 2025—2027 年 公 司 营 收 分 别 为 12.36 / 19.23 / 29.18 亿 元， 增 速 分 别 为 31.6%、55.6%、51.7%， 于 2026 年实现盈利。考虑到云知声 大模型业务增长得到验证，AI 临床诊断与医保降费应用潜力较 大，给予 2026 年公司 PS 估值 25 倍，目标价 750.58 港元， 首次覆盖给予"买入"评级。 中盛集团主要观点如下： 云知声是中国 AGI 技术的先驱者 公司是国内较早将深度学习语音技术产业化、多模态技术融合、 并实现大模型商业化落地的 AI 企业。 如今通过持续拓展模型， 已打造多模态大模型与专业行业大模型矩阵。MedBench4.0 最新测评显示， 云知声自主研发的 UniGPT‑Med 在医疗智能体、 医疗大语言模型、医疗多模态大模型三个项目获得第 一，幻觉 率低于 3%，领先行业。 双平台高低搭配，加速商业化扩张 MaaS 放眼全局，通过区域 / 行业大模型私有化部署，拿下政府、 大型企业等高端客户，搭建专属算力 与知识底座， ...

Core Insights - The article presents a counter-consensus viewpoint from Fei-Fei Li, emphasizing that large language models alone cannot lead to Artificial General Intelligence (AGI), and that spatial intelligence is a more foundational path [4][5][6]. Group 1: AGI Route Debate - Language is not the entirety of intelligence and is not its foundation; spatial intelligence, which has evolved over 500 million years, is crucial for AI development [5][6]. - If AI only possesses language capabilities, it will remain confined to the digital realm; true AGI requires understanding and interaction with the three-dimensional physical world [6]. Group 2: Redefining World Models - The newly introduced spatial intelligence model, Marble, can process multimodal inputs and create a navigable, interactive 3D world with physical consistency, differing from traditional video models [7][8]. - Marble has applications in various fields, including game development, visual effects, and even therapeutic settings for conditions like OCD [8]. Group 3: Scaling Law and Data Challenges - The slower development of physical world AI compared to language models is attributed to the noise in physical data and the difficulty in large-scale data acquisition [8][9]. - World Labs employs a hybrid data strategy, combining existing internet data with synthetic and real-world data to overcome these challenges [8][9]. Group 4: General Robotics vs. Autonomous Driving - General robotics is viewed as a higher-dimensional challenge compared to autonomous driving, which operates primarily in a 2D space [10][11]. - The core task of general robots involves interaction in 3D space, which presents significant technical challenges [10][11]. Group 5: AI as a Fundamental Infrastructure - AI is likened to electricity, with its success not measured by model size but by its ability to empower civilization and improve individual lives [11][12]. - The goal of World Labs is to integrate spatial intelligence into various industries, aiming for significant advancements by 2026 [12].