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GPT-5 发布 未来AI机会我们到底怎么看?
2025-08-11 14:06
GPT-5 发布 未来 AI 机会我们到底怎么看?20250811 摘要 GPT-5 在幻觉方面显著下降,提升了 AI 在各行业应用的可靠性,尤其是 在高精度要求的场景中,为 AI 技术的广泛应用奠定了基础。 谷歌通过 TensorFlow 架构下的新产品及 Real Three 视频模型等超预 期表现,再次证明其技术实力,Real Three 上线视频条数已超过 7,000 万条,收入达 3 亿美元。 AI 技术正与教育、广告、电商等行业深度融合,通过内容生成辅助教学, 精准投放提高广告效果,智能推荐提升用户体验,推动各行业生产效率。 AI 投资下半年重点在于场景落地和应用结合,商业化落地并产生真实订 单和用户是增强投资者信心的关键,教育场景如学科辅导和语言学习仍 是重要领域。 AI 在广告领域与工具结合日益紧密,视频生成工具成熟度显著提高,丰 富广告场景,提升素材生成速度和效率,影响潜在广告转化率。 AI 模型在视频生成方面发展迅速,人才转移和技术扩散提升了各公司 AI 模型能力,降低幻觉程度,为更多场景应用创造条件。 下半年看好视频领域,港股市场可关注快手、美图等公司,它们在视频 生成及相关技术上进展显 ...
云厂情报大览:阿里腾讯云生态团队「微软味」变浓;SaaS独角兽小鹅通历经「生死劫」;微软「AI 特战队」GBB 亚太团队大调整
雷峰网· 2025-08-04 10:09
上半年阿里云北区、东区生态核心岗位均有变动 北京有一家"很神奇"的运维大厂A厂,他们的PPT做得极为漂亮,堪称行业内最好的。销售们每次拿着 PPT跟客户沟通后,不少客户都很认可,甚至当场直言"这就是我想要的",让A厂赶紧做POC测试,但等 到了真测试那天,功能一个接一个地失败,合作也不了了之。 不少新来的销售干了几次后就倍感头大:"如果按照满分100分算,咱们的产品现在连60分也打不到,这 样的产品用户怎么可能买单?"不料老销售们听到后,无奈道:"在咱们公司,你要是先给客户做测试,这 单基本上就黄了。所以你要做的是先把客户签下来,然后再给他们做测试。" 新来的销售们听到后面面相觑。 头部运维公司A厂的"反向操作":先签单,再测试 年初,雷峰网报道过微软中国战略渠道部总经理李鹏接任阿里云新生态伙伴管理部负责人。这个岗位主要 负责伙伴政策制定。年初阿里云公共云事业部区域新增了中企出海的团队,原来负责北区的生态总经理游 弋被调任负责该团队,于是北区生态也由李鹏兼任。 阿里云东区生态也有调整,原负责华东大区是吴晓东,而后引进了陈亮,陈亮此前任职于微软大中华区生 态伙伴事业部商业应用业务线总经理。现如今,吴晓东负责上海 ...
13亿市值撑不起20亿业务?出门问问(02438)三重动能催生估值革命
智通财经网· 2025-07-31 10:17
近四个交易日暴涨超112%的出门问问(02438),引起了投资者的关注。 120%惊人涨幅前夜:上演"蓄势"剧本 在出门问问创下112%涨幅的前夜,一组关键数据可以揭开资金运作的隐秘布局,6月23日至7月25日的24个交易 日,该股呈现出典型的"底部吸筹"形态。在涨幅仅14.49%的平静水面下,资金以精密手法重构筹码结构,为后续 主升浪埋下伏笔。 这一时期,该股呈现以阳量主导的"慢牛式吸筹"。具体来看,虽然总换手率仅为6.03%,但5986.4万阳量 vs 3285.2 万阴量(比例1.82:1)的持续分化,暴露资金"涨时抢筹、跌时控盘"的轨迹。 K线角度而言,14根阳线构筑"小步慢牛"格局,将涨幅精准控制在14.49%内(同期振幅仅26.09%),避免过早吸 引跟风盘。而10根阴线量能持续萎缩(均量328.5万),尤其末期地量93.1万,标志浮动筹码濒临枯竭。此时,资 金将平均成本牢牢锁定在0.385元,与最低价0.34元仅14%空间,形成坚实底部支撑,暗示主力吸筹集中于低位 (0.34-0.38港元)。 此外,单日7139万股"地量"仍为前期天量(1539万股)的4.6倍,可见出门问问的交投活性根本性提升 ...
真正的高手,都懂得拆解AI商业化落地
混沌学园· 2025-06-11 11:21
Core Viewpoint - The article emphasizes the transformative potential of AI in business, highlighting the need for companies to adapt their strategies to leverage AI effectively in a cost-efficient manner [3][4][20]. Group 1: AI's Economic Impact - According to McKinsey, AI is projected to create $4.4 trillion in value for the global economy by 2025, yet many companies struggle with implementing AI strategies [4]. - A significant portion of businesses (90%) have not even begun to explore AI, indicating a gap in readiness and understanding [20]. Group 2: Educational Initiatives - The article introduces a live course led by Zhang Lei, focusing on decoding the business logic of the AI era and providing replicable methodologies for AI implementation [5][11]. - The course aims to address the challenges faced by entrepreneurs and businesses in integrating AI into their operations [10][32]. Group 3: Product Offerings - The company is launching two innovative products: HDDI, the first strategic AI consultant, and a revamped educational program called "Renew University Degree," designed for the AI era [6][40]. - HDDI promises to deliver strategic reports in 15 minutes at a cost of 199 yuan for four weeks, significantly cheaper and faster than traditional consulting services [41][45]. Group 4: Target Audience - The live course and products are aimed at various stakeholders, including business founders, innovation leaders, and traditional industry transformation promoters, who need to overcome AI integration challenges [32][52]. - The educational offerings are designed to cater to both experienced professionals and newcomers to AI, ensuring accessibility and practical application [58]. Group 5: Methodologies and Frameworks - The article outlines a four-layer framework for AI management, focusing on efficiency, business restructuring, value innovation, and paradigm shifts [31]. - It also presents a commercial map matrix to help businesses identify the value of AI applications based on existing and emerging services [15]. Group 6: Real-World Applications - Examples of successful AI applications include a restaurant optimizing delivery routes, resulting in a 25% cost reduction, and a SaaS company increasing paid conversion rates by 40% through AI recommendations [27][28]. - The article emphasizes that using AI to reconstruct business models is a true measure of capability, rather than merely automating tasks like creating presentations [21].