截至2025年10月9日 10:22，恒生科技指数上涨0.52%，成分股ASMPT上涨10.54%，华虹半导体上涨6.32%，联想集团上涨3.84%，比亚迪电子上涨2.94%，蔚 来-SW上涨2.41%。恒生科技指数ETF上涨1.24%， 冲击3连涨。最新价报0.9元。拉长时间看，截至2025年9月30日，恒生科技指数ETF近2周累计上涨 2.79%，涨幅排名可比基金1/11。 流动性方面，恒生科技指数ETF盘中换手9.49%，成交4.62亿元。拉长时间看，截至9月30日，恒生科技指数ETF近1周日均成交7.59亿元。 据报道，10月9日凌晨，蚂蚁集团发布万亿参数的通用语言模型 Ling-1T。Ling-1T是蚂蚁百灵大模型Ling 2.0 系列的第一款旗舰模型，也是蚂蚁百灵团队迄 今为止推出的规模最大、能力最强的非思考大模型。 消息面上，OpenAI发布的Sora2标志着AI视频生成技术迈入新阶段，该模型已从实验性产品升级为面向大众的社交应用，支持多镜头连续性、角色一致性及 音视频同步，显著提升内容的真实感与观赏性。 华鑫证券认为，Sora2通过引入物理引擎和多样化风格选项，推动AI生成内容向更高质量演进， ...

转自：新智元 编辑：元宇 【导读】 在9月底的苏黎世电影节上，一位名叫Tilly Norwood的「女演员」亮相，引发媒体和网 友热议。「她」由AI制作公司Particle6打造，是全球首批AI生成演员角色之一。Tilly的出现，意 味着以Sora为代表的AI视频生成技术正加速渗透，并可能深刻改变影视行业。 她是谁？ 虽然你还没在电影院看过她主演的电影，但她已在苏黎世电影节惊艳亮相，还全网刷屏，以「最八 卦」的方式闯入娱乐圈。 她叫Tilly Norwood，不是好莱坞力捧的新人，而是一位AI生成的女演员。 在网络上，她与真实的女明星并没有什么两样，也会在推特上更新动态，随时分享自己的逛街、熬夜 日常，秀最新「剧照」。 Tilly Norwood Tilly Norwood背后是AI制作公司Particle6，她是该公司打造的第一个AI演员角色。 Particle6是一家使用AI技术制作视频的公司。在官网上，Particle6宣称他们制作的所有视频均为 「100% AI生成」。 喜剧女演员用AI颠覆影视行业 Particle6创始人Eline van der Velden是一位来自荷兰的喜剧女演员。 在9月底 ...

Group 1 - OpenAI is preparing to launch its next-generation video generation model, Sora 2, along with a standalone mobile application that resembles TikTok in functionality and design [2][3] - The new "opt-out" mechanism for Sora 2 allows the use of copyrighted content in video generation unless the copyright holder explicitly requests exclusion [2][4] - The Sora 2 app will feature a vertical video stream format, enabling users to create video clips up to 10 seconds long, with a recommendation algorithm driving content suggestions [3][4] Group 2 - The launch of Sora 2 signifies OpenAI's direct competition with major tech companies like Meta and Google in the AI video space, as both have recently introduced similar AI-generated video features [4] - OpenAI is currently facing multiple copyright infringement lawsuits, including a notable case from The New York Times regarding the use of copyrighted materials in model training [4][5] - The company has introduced new parental control features and is developing an age prediction tool to enhance user safety, although specific age restrictions for the Sora 2 app remain unclear [5]

Group 1: AI and Technology Developments - Kuaishou's Keling AI made its international debut at the 30th Busan International Film Festival, showcasing a new 2.5 model with enhanced video quality and scene generation capabilities, set to launch soon [1] - Shengshu Technology launched its new video generation model Vidu Q2, marking a shift from "video generation" to "acting generation," emphasizing emotional expression and semantic understanding [2] - Insta360 released the AI recording omnidirectional microphone Wave, designed for office environments, featuring multiple functionalities including AI transcription and meeting minutes generation [6] Group 2: Pharmaceutical and Healthcare Sector - Ganli Pharmaceutical secured a technology transfer and supply agreement worth no less than 3 billion yuan with Brazil's Fiocruz and BIOMM, aimed at enhancing local insulin production and addressing medication shortages [3] Group 3: Consumer Goods and Market Expansion - Xiaomi's home appliance division entered the European market, offering products like air conditioners and refrigerators, as part of its global strategy [5] - Nayuki Tea opened a pop-up store in New York, tapping into the growing U.S. tea beverage market, which is projected to grow at an annual rate of 9.1% [7] - GAC's first Aion models were launched in Portugal, marking the brand's entry into the European market [9] Group 4: Automotive Industry - Great Wall Motors confirmed its commitment to the Mexican market despite proposed tariffs of up to 50% on imports from non-FTA countries [8] - GAC International signed a cooperation agreement for a KD factory in Cambodia, aiming for production to commence in early 2026 [16] Group 5: Investment and Financing - Shengshu Technology completed a multi-hundred million yuan Series A financing round, led by Bohua Capital and supported by several other investors [17] - Weimeng Group strategically invested in North American AI company Genstore.ai and established a new business unit to assist Chinese brands in going global [18] - Hailiang Co. announced plans to issue H-shares and list on the Hong Kong Stock Exchange [19] Group 6: International Developments - Anker Innovations is under investigation in the U.S. for alleged unfair pricing and tariff evasion, leading to significant stock price fluctuations [20]

Core Viewpoint - AI video generation technology is emerging as a new bridge connecting ancient and modern cultures, revitalizing historical memories and enhancing cultural exchange [4][5]. Group 1: Technology and Cultural Impact - AI video generation allows for immersive experiences of historical events, transforming static historical narratives into engaging, dynamic presentations [4]. - The technology effectively bridges the gap created by time and space, enabling contemporary audiences to "experience" significant historical moments [4]. - This innovative approach to cultural dissemination is particularly beneficial for young students, making history more captivating and accessible [5]. Group 2: Democratization of Content Creation - The advancement of digital technology has lowered the barriers to content creation, allowing ordinary individuals to participate in historical storytelling [5]. - Users are no longer just passive consumers but active creators and disseminators of historical and cultural content, enriching the narrative landscape [5]. Group 3: Challenges and Concerns - There are concerns regarding the potential for misinformation, as some AI-generated content may misrepresent historical facts, leading to misconceptions among younger audiences [6]. - The need for societal progress in understanding and regulating AI technology is emphasized, with educational systems beginning to incorporate AI literacy into their curricula [7]. Group 4: Positive Applications of Technology - Successful applications of AI technology in cultural contexts include reviving historical scenes in museums and enhancing visitor engagement through interactive experiences [7]. - Examples include the use of AI to recreate historical events in various museums, demonstrating the potential for technology to foster innovative cultural preservation [7].

Core Insights - Tencent's Hunyuan team and Tencent Music's Tianqin Lab have launched and open-sourced the HunyuanVideo-Avatar voice digital human model, which can generate dynamic video content from a single image and audio file [1] - The model integrates Tencent's Hunyuan video large model with MuseV technology, enabling it to recognize environmental information and emotional content from the input image and audio [1] - HunyuanVideo-Avatar supports various scene settings and artistic styles, breaking the limitations of traditional digital human technology by offering full-body motion capabilities [1] Application and Implementation - HunyuanVideo-Avatar has been implemented in several core products of Tencent Music Entertainment Group, including real-time singing actions in QQ Music and storytelling capabilities in Kugou Music [2] - The model employs a multi-modal diffusion Transformer (MM-DiT) architecture, ensuring consistency in character representation and extracting emotional features from audio and images [2] - The technology has achieved industry-leading levels in subject consistency and audio-visual synchronization, matching the performance of mainstream closed-source solutions [2] User Experience and Future Developments - The single-subject functionality of HunyuanVideo-Avatar is available for user experience on Tencent's official website, currently supporting audio files of up to 14 seconds [3] - The open-source initiative is expected to promote the widespread application of AI video generation technology, providing cost-effective solutions for short video creation, e-commerce marketing, and advertising [3]

Core Insights - Kuaishou's Kling series has captured over 30% market share in the AI video generation sector, showcasing its technological strength and commercialization capabilities [1][4] - The Kling AI model, launched in June 2024, utilizes the DiT (Diffusion Transformer) architecture, offering dual modes of "text-to-video" and "image-to-video," with high-quality output of up to 3 minutes, 1080p, and 30fps [1] - Since its launch, Kling AI has seen rapid growth, surpassing 22 million global users, with monthly active users increasing 25 times and generating over 168 million videos and 344 million images [1] - Kuaishou's commercialization efforts are accelerating, with Kling AI's revenue exceeding 100 million yuan in February 2024, and revenue for the first three months surpassing the total for 2024 [1] Industry Analysis - Dongfang Securities expresses optimism about Kling's ability to empower the main business, significantly reducing short video marketing production costs by 60% to 70%, allowing for increased advertising budgets [2] - The video generation model market is experiencing intense competition, with major players like Tencent, Alibaba, and ByteDance launching their own models [2] - Industry analysts believe that the prospects for domestic video models are promising, with continuous improvements in performance and applications across various sectors, including film, advertising, and education [2] - AI video generation technology is expected to expand into new fields such as healthcare, architecture, and design, providing innovative solutions [3] Market Position - Kuaishou's Kling model has quickly risen to the top of the video generation model category, holding over 30% market share, while competitors like Runway and Tencent also have significant shares [4] - Kuaishou is positioned at a critical juncture in the industry, leveraging AI technology and video models to reshape the market landscape and create additional commercial value [5]

持续推动AI视频生成技术普惠。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，爱诗科技日前完成A2至A4轮融资，总金额近3亿元人民币。此前，A2轮融资由 蚂蚁集团投资，近期A3、A4轮融资由北京市人工智能产业投资基金、国科投资及光源资本投资，光 源资本继续担任独家财务顾问。融资将主要用于提升技术研发能力、扩展算力资源以及建设人才团 队，加速产品功能迭代与市场覆盖，持续推动AI视频生成技术的普惠。 截至目前，爱诗科技的核心AI视频生成产品PixVerse全球用户数超1200万，月活跃用户数近600 万。 自2024年10月PixVerse V3版本发布后，"毒液变身"等创意特效功能席卷海内外社交媒体， 为亿万用户提供了前所未有的AI视频生成体验。PixVerse不仅在文生视频和图生视频能力上保持全 球领先，还上线了Video to Video（视频生视频）功能，可基于实拍视频或影视片段进行延长生 成，进一步拓宽了AI视频创作的可能性。 2024年12月，PixVerse 移动App在海外上线，可通过官网下载体验。同时，爱诗科技已面向企业 用户开放技术 ...