点击下方 卡片 ，关注" 大模型之心Tech "公众号 戳我 -> 领取大模型巨卷干货 今天 大模型之心Tech 为大家分享一篇被 ICCV 2025 接收的多模态模型相 关 工作。 本文提出了 Talk2DINO ，旨在解决开放 词汇分割（OVS）任务中视觉 - 语言模型空间定位能力不足与自监督视觉模型缺乏语言整合的问题。 如果您有相 关工作需要分 享，请在文末联系我们！ >> 点击进入→ 大模型技术 交流群 本文只做学术分享，如有侵权，联系删文 论文标题：Talking to DINO: Bridging Self-Supervised Vision Backbones with Language for Open-Vocabulary Segmentation 论文链接：https://arxiv.org/pdf/2411.19331 开源链接：https://lorebianchi98.github.io/Talk2DINO/ 背景与动机 开放词汇分割（Open-Vocabulary Segmentation, OVS） 是计算机视觉领域的一项基础任务，其目标是根据推理时提供的自然语言概念，将输入图像 ...

计算机周报 20250727 迎接从"互联网+"到"AI+"的伟大跨越 2025 年 07 月 27 日 ⚫ 市场回顾 本周（7.21-7.25）沪深 300 指数上涨 1.69%，中小板指数上涨 2.44%，创业板 指数上涨 2.76%，计算机（中信）板块上涨 1.81%。板块个股涨幅前五名分别为： 唐源电气、佳华科技、美亚柏科、淳中科技、多伦科技；跌幅前五名分别为：海 航科技、宇信科技、长亮科技、正元智慧、四方精创。 ⚫ 行业要闻 ➢ 汉鑫科技：7 月 25 日消息，公司股东烟台凯文及控股股东刘文义计划减 持，前者拟集中竞价减持 62 万股（占 0.9987%），后者拟大宗交易及集中竞 价减持同等数量，合计不超 124 万股（约 1.9974%）。减持于公告后 30 个交 易日内的三个月进行，价格不低于发行价，大宗交易受让方锁 6 个月，不影响 控制权及经营。 ➢ 海联讯：7 月 25 日消息，公司完成注册资本工商变更及章程备案，换领新 营业执照。因 2024 年权益分派致总股本变化，注册资本变更为 34,170 万元， 相关议案已审议通过，其他登记事项未变。 ⚫ 本周观点 ➢ 投资建议：伴随 WAIC2 ...

武超则指出，目前具身智能大模型仍有数据集不够、思考跟不上运动、缺乏生态等主要痛点，但随着合 成数据使用、模型持续迭代，未来将有效解决这些问题。随着大模型快速迭代，供应链快速降本，将加 速以人形机器人为代表的具身智能商业化落地。 中信智库报告认为，目前多家人形机器人产品已经在下游工业客户展开实训，预计未来人形机器人市场 规模将远超汽车、3C行业，带动包括丝杠、减速器、传感器、电机等相关产业链的旺盛需求。同时， 随着各方面应用的加速，AI算力消耗开始从训练走向推理，将带来显著的算力增量。 （文章来源：新华财经） 中信智库专家委员会主任，中信建投证券执委会委员武超则表示，进入2025年，大模型的应用落地进程 呈现显著加速态势。作为AI应用的重要载体和下一代人工智能的具体形态，AI Agent将成为2025年AI发 展的重要方向。具备数据优势、生态体系构建的企业未来将更具发展潜力。 "多模态商业化进展很快，中国的互联网企业在多媒体领域具有全球影响力，游戏、电影、短剧、短视 频等领域将是目前多模态落地的第一阶段，随后在自动化装备、机器人、自动驾驶等产业也将快速渗 透。"武超则说，本轮AI渗透相较于互联网时代的大幅提速， ...

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of Nutex Health Inc. regarding potential securities fraud or unlawful business practices by the company and its officers [1] - Blue Orca Capital issued a short report alleging that Nutex faces litigation risk due to its relationship with HaloMD, which is involved in a fraudulent scheme against insurance companies [2] - Following the release of the Blue Orca report, Nutex's stock price dropped by $11.18 per share, a decrease of 10.05%, closing at $100.01 per share on July 22, 2025 [3] Group 2 - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering multimillion-dollar damages for victims of securities fraud [4]

Core Viewpoint - A class action lawsuit has been filed against Biohaven Ltd. and certain officers for alleged violations of federal securities laws during the Class Period from March 24, 2023, to May 14, 2025, seeking damages for affected investors [1][6]. Company Overview - Biohaven is a biopharmaceutical company focused on developing therapies in immunology, neuroscience, and oncology, with notable product candidates including troriluzole for spinocerebellar ataxia and BHV-7000 for bipolar disorder [3]. Regulatory Developments - In May 2022, a Phase 3 trial for troriluzole failed to meet its primary endpoint, yet the company continued to promote its regulatory prospects based on post-hoc analyses [4]. - Biohaven submitted a New Drug Application (NDA) for troriluzole to the FDA in May 2023, and the European Medicines Agency (EMA) accepted its Marketing Authorization Application (MAA) in October 2023 [5]. Allegations of Misleading Statements - Throughout the Class Period, Biohaven's executives allegedly made materially false and misleading statements regarding the company's business and the regulatory prospects of its products, particularly regarding troriluzole and BHV-7000 [6]. Stock Price Reactions - Following the FDA's rejection of the troriluzole NDA on July 27, 2023, Biohaven's stock price dropped by $5.38, or 22.61%, closing at $18.42 [7]. - On March 3, 2025, after disclosing disappointing data for BHV-7000, the stock fell by $5.12, or 13.77%, to $32.06 [9]. - Reports of the withdrawal of the troriluzole MAA led to a stock price decline of $3.56, or 15.21%, closing at $19.84 on April 25, 2025 [10]. - On May 14, 2025, the announcement of an extended review period for the troriluzole NDA resulted in a further stock price drop of $3.84, or 19.53%, to $15.82 [11].

Core Viewpoint - A class action lawsuit has been filed against Flywire Corporation and certain officers for alleged violations of federal securities laws during the Class Period from February 28, 2024, to February 25, 2025, seeking damages for misleading statements regarding the company's revenue growth and business prospects [1][7]. Company Overview - Flywire operates as a payments-enablement and software company, facilitating payments across various industries, with a significant focus on the education sector [3][4]. - The company's financial performance is particularly important in the Americas and Asia-Pacific markets, utilizing non-GAAP financial measures such as revenue less ancillary services (RLAS) and foreign exchange neutral RLAS [4]. Market Challenges - The Canadian government imposed intake caps on international student permit applications starting January 2024, leading to a decrease in international student numbers and negatively impacting Flywire's payment flows [5]. - Similarly, Australia has tightened international student visa rules, further adversely affecting Flywire's business [5]. Misleading Statements - Throughout the Class Period, Flywire's executives allegedly overstated the sustainability of revenue growth and downplayed the negative impacts of permit and visa-related restrictions on the business [6][7]. - In November 2024, executives claimed Flywire would remain a "Rule of 40" company with strong revenue growth, projecting FX neutral RLAS growth in the low 20% range for FY 2025, which was later revised down significantly [6][9]. Financial Performance - Flywire reported a Q4 2024 loss per share of $0.12, missing consensus estimates, and revenue of $117.6 million, also below expectations [8]. - The company announced an operational review and restructuring affecting approximately 10% of its workforce due to a challenging macro environment [8]. Analyst Reactions - Following the disappointing Q4 results and revised forecasts, multiple analysts downgraded their recommendations and cut price targets for Flywire's stock [11]. - The company's stock price fell by $6.59, or 37.36%, closing at $11.05 per share on February 26, 2025, following these disclosures [12].

行情速递 ①主板领涨，远望谷(+10.07%)/湖北广电(+10.04%)/汉王科技(+10.02%)/中电鑫龙(+10.01%)/ 直真科技(+10.01%)/ ②并行科技，发布2025年半年度报告/2025H1公司实现总营业收入4.58亿 元/同比增长69.27%/利润总额达到0.06亿元/同比增长54.42%/实现归母净 利润0.05亿元/同比增长20.05%/ ②创业板领涨，显盈科技(+20.01%)/因赛集团(+19.99%)/阿石创(+19.99%)/ ③科创板领涨，芯导科技 (+13.33%)/赛微微电(+12.22%)/寒武纪-U (+12.17%)/ ④活跃子行业，SW数字芯片设计(+3.50%)/SW横向通用软件(+2.63%)/ 国内新闻 ①艾邦VR产业资讯，阿里巴巴发布首款自研AI眼镜新进展/夸克AI眼镜深度融 合了阿里和支付宝生态/具备通义千问大模型和夸克最新AI能力/支持高德近 眼导航/支付宝看一下支付/淘宝比价/飞猪商旅提醒等丰富场景/ ②半导纵横，中导光电与瞻芯电子正式宣布达成战略合作伙伴关系/致力共同 推动SiC功率芯片制造的关键制程良率提高与核心检测设备的国产化替代进 程/ ...

Group 1 - The core viewpoint of the articles emphasizes China's commitment to AI governance and its global outreach through innovative technologies and solutions [1][2][3] - The launch of the "Mazu" early warning system by the China Meteorological Administration during the World Artificial Intelligence Conference highlights China's proactive approach to disaster prevention and international cooperation [2][3] - Alibaba's release of three new open-source AI models has sparked a global wave of interest, with over 400 million downloads and more than 140,000 derivative models, positioning it as a leader in the open-source AI community [2] Group 2 - The establishment of a proposed World Artificial Intelligence Cooperation Organization in Shanghai aims to leverage China's AI advancements to foster international collaboration and consensus [3] - Various successful applications of Chinese AI technologies in different countries, such as agricultural improvements in Cambodia and healthcare advancements in Singapore, demonstrate the global impact of China's AI initiatives [3] - The "China Intelligence Benefits the World (2025)" case collection illustrates how Chinese AI is transcending borders to promote development and enhance global living standards [3]

快手汽车行业运营负责人索煜介绍，快手平台已构建独特增量用户生态：2025年6月汽车线索规模同比 增长224.1%，自然线索占比显著，高频用户与友媒重合率仅19.6%，为经销商带来大量首触用户。"短 直双开"模式成效突出，采用该模式的经销商获客成本降低13%，线索量提升42%；全域数据工具与智 能投放系统结合，可实现车型与用户精准匹配，大幅提升流量效率。 来源：环球网 【环球网科技综合报道】汽车行业数智化营销变革深入推进，AI技术重塑全链路，新线市场成为车企 增量核心战场。7月25日，快手在大连举办"汽车新零售2.0大会"，发布阵地经营升级策略、AI工具方案 及商务政策，以"策略-工具-服务"三位一体体系，助力经销商抢占新线市场。依托70%新线汽车用户占 比、2亿+汽车兴趣人群的生态优势，快手已逐渐成为经销商突破增长瓶颈的关键平台。 行业变局与快手生态：新线市场成增长关键 中国汽车流通协会副秘书长田甜称，国内汽车内需增速趋缓，但上半年乘用车增长12.6%，新能源渗透 率近50%，油电结构转型不可逆。消费端呈现鲜明特征：成交价格下探，增换购比例超54%，中年及银 发群体购车占比上升，95后购车受家庭资助比例较高。 ...

Group 1: Novo Nordisk - Novo Nordisk has faced challenges including a clinical setback for a weight management candidate and financial results that, while strong, did not meet higher market expectations [4][5] - The company's shares are down 18% year to date, significantly underperforming the S&P 500, but the stock may currently be undervalued [5] - Novo Nordisk's pipeline, particularly in diabetes and weight management, remains robust, with a phase 3 study for amycretin underway and regulatory approval requested for an oral version of semaglutide [6][7] - Financial performance is expected to remain strong due to continued revenue growth from Ozempic and Wegovy, with a forward price-to-earnings ratio of 16.9, comparable to the healthcare industry average of 16.5 [8] - Historically, Novo Nordisk has outpaced its peers in revenue and earnings growth, making its current stock levels attractive based on growth potential [9] Group 2: Regeneron Pharmaceuticals - Regeneron is experiencing biosimilar competition for Eylea, leading to a 19% decline in shares year to date, but the stock remains appealing [10] - The newer high-dose formulation of Eylea is gaining market share and is expected to grow further with label expansions [11] - Regeneron has a strong pipeline with new brand approvals, including Lynozyfic for cancer, and promising candidates like a gene therapy for genetic deafness [12] - Dupixent, Regeneron's key product for eczema, is performing well and has received important label expansions, ensuring continued growth [13] - The company is focused on returning capital to shareholders through dividends and a share-buyback program, suggesting potential long-term returns for investors [14]