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昆仑万维:第三季度净利润同比增180.13%,AI业务驱动高增长
Zheng Quan Shi Bao Wang· 2025-10-29 13:53
10月29日晚间,昆仑万维(300418)发布2025年第三季度报告。数据显示,前三季度公司实现营业收入 58.0亿元,同比增长52%。公司AI相关业务收入同比大幅增长,进一步巩固了行业领先地位。同时,公 司实现海外业务收入54亿元,同比增长58%,海外收入占比达93%,同比提升3.6个百分点,国际竞争力 持续增强。公司整体毛利率达67%,继续保持在较高水平。在盈利层面,2025年第三季度实现归母净利 润1.9亿元,同比增长180.13%,环比扭亏为盈。 公司在AGI基础研究领域也取得了多重学术突破。9月19日,公司发表的论文《Improving Multi-Step Reasoning Abilities of Large Language Models with Direct Advantage-Based Policy Optimization》,被机器 学习顶会NeurIPS 2025选为Spotlight论文。 AI智能助手方面,公司推出新一代AI智能体,致力于不断降低专业研究与应用开发的门槛。公司正式 发布Skywork Deep Research Agent V2。9月,天工超级智能体在海外版产 ...
昆仑万维第三季度归母净利润1.9亿,环比扭亏为盈,AI商业化成效显著
Zhong Guo Jing Ji Wang· 2025-10-29 13:50
AI 视频方面,公司坚持模型与平台双轮驱动,加速 AI 视频创作普及。公司发布SkyReels-A3模 型,并对新版SkyReels平台展开内部测试。其中,SkyReels-A3模型基于"DiT(Diffusion Transformer) 视频扩散模型+插帧模型视频延展+强化学习动作优化+运镜可控"的架构,能够实现任意时长的全模态 音频驱动数字人创作。SkyReels-A3让高质量视频生成从专业制作走向大众应用,为电影、直播、游戏 及教育内容创作提供低门槛、高保真的AI解决方案。2025年9月中旬,公司旗下AI视频平台SkyReels启 动全新版本内测,基于SkyReels-V3模型构建一站式AI视频创作工作台。该版本集成多项顶尖AI创作模 型,支持讲解视频、戏剧视频、数字人口播、音乐及唱歌视频等多种生成场景。新版SkyReels预计将于 2025年11月初正式上线,继续引领AI视频创作的智能化发展。 AI 音乐与音频方面,公司围绕音乐生成、语音合成两大核心方向多维发力。其中Mureka V7以"24 小时不打烊的私人录音棚"为定位,该版本采用优化的MusiCoT链式思维提示技术,使整体音乐性与人 声真实度 ...
探迹科技推出大模型智能体平台
Xin Lang Ke Ji· 2025-10-29 07:46
Core Insights - The article discusses the launch of a new AI digital employee platform by Tongji Technology, which focuses on enhancing digital productivity through intelligent agents capable of human-like thinking and execution [1] Group 1: Platform Features - The platform enables businesses to deploy AI digital employees with lower barriers and faster speed, transitioning from "human-driven" to "intelligent-driven" operations [1] - The AI digital employees are designed to operate 24/7, integrating industry knowledge and business logic to provide expert-level support [1] - The platform exhibits high adaptability, allowing seamless integration into existing business processes and dynamic optimization based on business changes [1] Group 2: Collaborations and Ecosystem - Tongji Technology has established deep collaborations with leading hardware manufacturers such as Huawei, Xiaomi, and Vivo [1] - These partnerships aim to create a collaborative ecosystem that spans multiple terminals and service scenarios [1]
腾讯AI知识库应用智能体能力上线,此前文件总量已破2亿
Nan Fang Du Shi Bao· 2025-10-29 06:05
Core Insights - Tencent's AI-native application ima has officially launched its 2.0 version, introducing a "task mode" based on agent capabilities, allowing users to initiate tasks using natural language queries [1][3] - Since its launch a year ago, ima has accumulated a knowledge base of 200 million documents, with monthly active users increasing over 80 times compared to January [1][4] Group 1: Product Features - The new "task mode" supports the generation of reports and podcasts, enabling users to attach various types of content such as documents, images, and audio [3][4] - ima integrates multiple functionalities including AI search, reading, and writing, aiming to help users effectively store and utilize information [3][4] Group 2: Market Position and Industry Impact - ima has penetrated over 20 industries, including technology, finance, education, healthcare, and legal sectors, demonstrating its practical value and adaptability [4] - The top three sectors utilizing ima's knowledge base are technology and internet, economic finance, and health care [4] Group 3: Commercial Strategy - Tencent's AI-native applications, including ima, are currently in the investment phase, with a focus on product refinement and user experience rather than immediate commercialization [5]
Microsoft gets 27% stake in OpenAI, with $250B Azure commitment
GeekWire· 2025-10-28 15:49
Core Insights - Microsoft and OpenAI have announced the details of their new partnership agreement, which includes concessions from both companies to maintain alignment without complete integration [1] Group 1 - The partnership aims to enhance collaboration while allowing both companies to retain their individual strategies and goals [1] - Specific terms of the agreement were not disclosed, but it is expected to involve shared resources and technology [1] - This partnership is seen as a significant step in the ongoing relationship between Microsoft and OpenAI, reflecting their mutual interests in AI development [1]
Microsoft deepens OpenAI alliance with $135 billion deal and AI access until 2032
Invezz· 2025-10-28 14:23
Core Insights - Microsoft Corp. has strengthened its partnership with OpenAI by finalizing a new agreement that grants Microsoft a 27% ownership stake valued at approximately $135 billion [1] Group 1 - The revised partnership structure signifies a major shift in the collaboration between Microsoft and OpenAI, enhancing Microsoft's influence in the AI sector [1] - The ownership stake reflects Microsoft's commitment to integrating AI technologies into its products and services, potentially driving future growth [1] - This agreement is part of a broader trend where tech companies are increasingly investing in AI to maintain competitive advantages [1]
360企业级智能体构建与运营平台发布:让智能体“能用、好用、放心用”
Huan Qiu Wang· 2025-10-28 10:31
【环球网科技综合报道】智能体在企业级场景的落地进程持续加速——10月28日,360召开"Agent+千行智变"新品发布会暨行业生态伙伴大会,发布了全 球首款囊括L2级-L4级三代Agent的企业级智能体构建与运营平台,该平台致力于帮助政企用户系统化地"建好、用好、管好"智能体,使其与业务场景深度 融合,提供可复制的AI转型路径与行业范式,推动政企实现无门槛、全链路、高可信地拥抱智能体时代。 "在人工智能与产业深度融合的交叉点,360持续推动企业级智能体解决方案的演进,在8月举行的ISC.AI2025第十三届互联网安全大会上,360发布了全球 首个L4级企业智能体工厂——SEAF,助力政企实现'从0到1'的突破后,今天推出的企业级智能体构建与运营平台,正是基于多行业实践的一次'从1到 10'的产品进化。"360集团高级副总裁、数智化集团CEO殷宇辉表示。 据悉,本次发布会上,除了重磅发布"企业级智能体平台"外,还会深入解读其背后的全栈技术,并正式启动"千行"行业生态合作计划,全方位展示360加 速智能体赋能千行百业的决心与布局。 " 中国方案 " 直面企业级智能体落地三大难题 当前,AI已成为国家战略的核心引擎 ...
CHEERS Telepathy AI 3.0 Launches: Redefining Portrait Creation with Intelligent Technology
Globenewswire· 2025-10-28 10:30
BEIJING, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Cheer Holding, Inc. (NASDAQ: CHR) (“Cheer Holding” or the “Company”), a leading provider of advanced mobile internet infrastructure and platform services, today unveiled CHEERS Telepathy AI 3.0, a groundbreaking release that reimagines AI-powered creation. This major update delivers a full-stack technological revolution, ushering in a new era where professional-grade portrait photography seamlessly converges with dynamic content generation-all accessible through an ...
美图CEO吴欣鸿:AI正助力设计师进化
Xin Lang Ke Ji· 2025-10-28 02:56
Core Insights - The CEO of Meitu, Wu Xinhong, highlighted the transformative impact of AI on the design industry, enabling more individuals to become designers and enhancing the capabilities of existing designers [1] - The design industry is rapidly evolving due to AI, shifting from traditional design practices to more integrated and collaborative workflows [1] Group 1: AI's Impact on Design - AI has transitioned from being a tool for "trial and experience" to a stage of "deep collaboration" within the workflows of most designers [1] - Designers are evolving from focusing solely on "visual design" to engaging in the entire "development chain," with AI empowering individual designers to possess team-level capabilities [1] - AI design tools have become more precise and controllable, moving from "Prompt" to "node workflows" [1] Group 2: Industry Potential - Meitu believes that the creative power of its 18 million professional users on Zcool will lead to significant synergies across various design verticals [1]
苹果计划最早在明年向地图 App 投放广告
Huan Qiu Wang Zi Xun· 2025-10-27 06:14
据称,该模式类似于App Store中的搜索广告,允许开发者付费,使其软件出现在相关查询结果上方的 推广位置。 外媒表示,苹果的方法利用人工智能提供相关结果,其界面比谷歌和其他公司的类似产品更友好。不过 古尔曼警告称,此举可能会引发一些消费者的强烈反对。(思瀚) 来源:环球网 【环球网科技综合报道】10月27日消息,彭博社马克·古尔曼表示,苹果计划最早在明年向地图 App 投 放广告。 古尔曼在其最新的"Power On"中表示,苹果计划在 iOS 系统上引入更多广告,这一计划正在"获得关 注",地图 App将是其下一个目标。该项目将允许餐馆和其他商家付费,使其信息在搜索结果中更加突 出。 ...