面对生成式人工智能不断降低的滥用门槛，如何为技术划定合规边界、构建健康的内容治理生态、明确平台的主体责任，已成为当前难以回避的紧迫课 题。 短视频平台上，一场由AI技术滥用的"猎奇"盛宴正引发广泛忧虑。 《科创板日报》记者观察到，近期利用AI技术换脸、篡改台词以恶搞经典影视及历史人物的视频内容在网络上大量传播。这类内容已催生出一条从售卖 低价制作教程到流量变现的灰色产业链，极低的参与门槛正吸引着大量逐利者涌入。 此类视频的广泛传播与泛滥，不仅存在明显的著作权等侵权风险，更因其对历史与经典叙事的肆意歪曲，对正处于价值观形成关键期的青少年群体构成潜 在的认知误导，引发公众广泛的担忧与讨论。 1分钱入手"AI魔改"教程，日赚近千元 哪吒扛起机关枪扫射、唐僧对妖精点头哈腰、诸葛亮用流利英文"舌战群儒"......这些充斥着离奇与搞怪，甚至荒诞设定的片段，凭借其日益逼真的流畅画 面，在短视频平台上动辄收获数百万次播放，其以假乱真的程度，引起不少网友的关注和讨论。 AI魔改明成祖朱棣唱披头士英文名曲 此类内容的集中涌现，正随着生成式人工智能工具的普及而愈演愈烈。不少经典影视、历史故事，都成为被"魔改"的对象。其制作方式往 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected performance that exceeds the market by more than 5% over the next six months [24]. Core Viewpoints - The ongoing evolution of global trade frictions necessitates a focus on investment opportunities within the domestic innovation industry, particularly in the context of rising tariffs and the potential for increased market share of domestic technology products [3][5]. - The introduction of Google's Agent2Agent Protocol aims to standardize interactions between AI agents, which could enhance interoperability and resource sharing across various platforms, thereby fostering ecosystem development [9][11]. - The computer industry is anticipated to experience dual improvements in performance and valuation due to accelerating demand recovery, with specific recommendations for investment in various sectors including domestic innovation, Huawei's supply chain, AI, low-altitude economy, and financial IT [20]. Summary by Sections Industry News and Commentary - The U.S. government has increased tariffs on Chinese imports to 125%, while certain tech products have been exempted from these tariffs, indicating a complex trade environment that may benefit domestic technology sectors [6][7]. - The domestic innovation industry is expected to develop rapidly, with a projected market size exceeding 400 billion yuan for PC and server markets from 2024 to 2028, driven by the increasing acceptance of domestic hardware and software products [8]. Weekly Market Review - The computer industry index fell by 5.79% last week, underperforming the CSI 300 index, which declined by 2.87%. The overall P/E ratio for the computer industry stands at 50.8 times [14][17]. - Among 360 A-share stocks in the computer sector, 32 saw price increases, while 327 experienced declines, reflecting a challenging market environment [17]. Investment Recommendations - The report strongly recommends focusing on the domestic innovation sector, with specific companies highlighted for investment, including Haiguang Information, Longxin Zhongke, and others. Additionally, sectors such as Huawei's supply chain and AI are also recommended for investment [20].