Core Insights - The proposed merger between Naver and Dunamu could result in a "mega company" with annual profits of $2.1 billion, generating KRW 3 trillion in consolidated operating profits [1][2] Company Overview - Naver is South Korea's largest internet company, and its subsidiary Naver Financial operates various banking and e-payment platforms [2] - The merger aims to combine Naver Financial with Dunamu, which owns the largest crypto trading platform in South Korea, potentially creating Asia's biggest fintech company [3] Market Position and Synergies - The acquisition of Dunamu is expected to allow Naver to fully enter the crypto industry, particularly benefiting from stablecoins that could synergize with Naver's existing advertising, commerce, and fintech businesses [2] - The new firm is anticipated to establish a stablecoin ecosystem centered on Dunamu's exchange business and its GIWA protocol, enhancing its competitive position in both crypto and general payment sectors [3] Future Outlook - A predicted boom in crypto trading activity is expected as the U.S. enters a rate-cut cycle, which may lead to increased trading volumes in Korea [4] - The merger is seen as a way for Naver to explore new growth opportunities, addressing its recent valuation decline due to a lack of new growth engines [4] - Despite regulatory uncertainties, there is a relatively positive atmosphere surrounding the merger [4]

Core Insights - Baidu's core revenue is expected to decline by 9.5% year-on-year in Q3, with total revenue projected to decrease by 9.2% to 30.5 billion yuan [1] - The company is focusing on AI-driven business transformations and plans to enhance shareholder returns through various capital operations [1][2] Revenue and Profit Forecast - Total revenue for Baidu Group in Q3 is anticipated to be 30.5 billion yuan, with core revenue at 24 billion yuan [1] - The non-GAAP net profit for the group is expected to be 2.2 billion yuan, while the core segment is projected to achieve 2.4 billion yuan [1] AI and Cloud Business - Baidu's AI transformation is nearing completion, with core advertising revenue expected to decline by 23% in Q3 [1] - The AI cloud business is projected to grow by 20% year-on-year, driven by GPU cloud subscription services [2] - The company anticipates a significant increase in the performance of AI commercial products, such as intelligent agents and digital humans [1] Profitability and Efficiency - Q3 is expected to be a temporary low point for operating profit, with a focus on improving efficiency in AI investments [2] - The company aims for a recovery in absolute profit values in Q4 through more refined management practices [2] Valuation and Market Outlook - Baidu maintains its revenue and non-GAAP profit forecasts for 2025 and 2026, with target prices set at $189 for US shares and HK$183 for Hong Kong shares [2] - The valuation is based on a sum-of-the-parts (SOTP) approach, indicating significant upside potential compared to current market valuations [2]

Key Points Both of these technology giants are using AI to improve their services and supercharge revenue growth. These players have developed their own large language models to fuel their AI products and services. 10 stocks we like better than Alphabet › You might not automatically think of the words "bargain" or "dirt cheap" when considering "Magnificent Seven" stocks. That's because these are the seven tech giants that have soared in recent years, leading the S&P 500 higher in this bull market. ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 Meta正在美国得州新建一座GW级别的数据中心，为此将开支超过15亿美元。 风险提示及免责条款 ...

据悉，用户只需上传单张图片与一段提示词即可启动视频生成流程，并能实时预览模型推理全部内容。在生成过程中，用户可随时暂停或在 任意节点修改提示词，实现对视频剧情、画面、转场的实时控制，全程干预。这意味着，AI视频从"单向生成"迈向"双向共创"，真正实现"无 限画布"式的连续创作体验。 此外，此次升级同步推出了可交互数字人与开放世界动态构建两大功能。数字人支持沉浸式双向互动，可应用于AI导购、教育、陪伴等场 景；开放世界则允许用户通过自行操控，在AI生成的游戏地图、旅游景点、宇宙空间等环境中自由探索。 同日，视频生成模型百度蒸汽机（文心专精）再次升级。该模型突破传统AI视频生成10秒左右的时长限制，在行业内首次实现AI长视频实时 交互生成，生成速度超越国内主流视频生成模型。 百度搜索相关负责人介绍，百度搜索文心助手在任务解决、创作生成能力等方面进一步升级。在任务解决方面，升级后的文心助手支持一键 调用多工具解决生活、健康、教育、工作等多场景问题。在内容创作领域，文心助手已经支持AI图片、AI视频、AI音乐、AI播客等8种模态 创作能力。截至目前，每天都有千万量级的AIGC内容由用户通过文心助手创作产生。 例如，文 ...

据媒体消息，10月15日，微信派发文称，朋友圈在热搜榜话题不断，讨论不少，总结就是：没人发朋友圈了。 对此，微信在文中表示，早年微信分享过一组数据：每天有 7.8 亿用户进入到朋友圈，并有 1.2 亿用户发朋友圈。这几年这个数据一直较为稳定。 此外，微信公关总监@粥姨姨 在播客中表示，微信朋友圈不会有访客功能，"微信在涉及产品逻辑的时候不希望给大家增加更大的社交压力"。 微信公关总监@粥姨姨还表示，朋友圈不太可能出二次编辑功能，"朋友圈是记录一个人的历史，一个人的人生是没有办法回去修改的，所以也不好让人 轻易去篡改自己的编年史"。 此前，腾讯方面曾多次辟谣相关话题。 5月30日，腾讯公关总监张军发文辟谣"微信如果推出朋友圈访客"和"如果微信推出已读功能"两个热门话题。 4月9日，据媒体消息，近日，多名网友讨论社交软件上"已读显示"及"访客记录"等功能。对此，腾讯高管作出回应。 有网友表示，反对微信开通这两项功能，该功能可能会暴露阅读状态，导致社交压力。 腾讯客服表示，目前微信暂无消息已读功能。 相关话题登热搜榜，引发大批网友继续讨论。 他表示，不明白为何总有人反反复复地创造"如果"，前两天所谓朋友圈访客功能， ...

黄河新闻网吕梁讯 10月15日，吕梁市互联网行业青年工作委员会（以下简称"行业青工委"）揭牌成立 仪式举行。吕梁市委网信办、团市委、吕梁市网络媒体协会相关领导，行业代表及青年骨干等30余人参 会，共同见证吕梁市互联网行业青年工作迈入组织化、规范化发展新阶段，为新兴领域团建工作注入全 新活力。 新当选的行业青工委主任白丽红作表态发言。她围绕"服务青年、赋能行业"核心定位承诺，将切实履行 主任职责，牵头搭建青年交流协作、技能提升、职业发展三大平台，带领全体青工委委员主动对接行业 需求、回应青年诉求，以务实举措为行业青年成长铺路、为产业发展蓄力。发言结束后，新当选的青工 委全体委员集体起身亮相，精神饱满的姿态充分展现出行业青年骨干的责任担当与奋进风貌。 近年来，吕梁紧扣资源型城市转型发展核心任务，锚定"数谷吕梁"建设目标持续发力，数字经济从"起 步探索"迈向"提质增效"，逐步成长为支撑城市高质量发展的关键支柱。当前，随着全市数字产业生态 不断完善，互联网行业青年凭借创新活力与专业素养，成为推动产业迭代升级、筑牢清朗网络防线的中 坚力量。在此背景下，行业青工委的成立，既是搭建"党委政府-行业-青年"三方联动桥梁的重要 ...

Core Insights - WeChat will not introduce a visitor feature for Moments to avoid increasing social pressure on users, aiming for a more comfortable and boundary-defined experience [1] - The lack of a secondary editing function for Moments is due to the belief that a person's history should not be easily altered, reflecting the idea that life cannot be rewritten [1] - The sorting logic for Moments is based on time rather than interaction frequency, as algorithms cannot fully understand the nuances of personal relationships [1] - WeChat has conducted extensive research on deceased accounts and will no longer recycle accounts that have not been logged into for an extended period since September [1] User Engagement - The number of users engaging with Moments remains stable, with 780 million users accessing it daily and 120 million users posting content [2]

【环球网科技综合报道】10月15日，百度搜索宣布全面升级文心助手AIGC创作能力，支持AI图片、AI视频、AI音乐、AI播客等8种模态创作，且能够一键 调用多工具解决多场景问题。据称，截至目前，百度搜索用户日均生成AIGC内容已破千万。此外，百度搜索还发布开放式实时互动的数字人智能体，具备 高逼真度、低延时、开放式实时互动与情感识别能力，为用户提供更专业的内容和服务。 同日，视频生成模型百度蒸汽机（文心专精）再次升级。该模型突破传统AI视频生成10秒左右的时长限制，行业首次实现AI长视频实时交互生成，生成速 度超越国内主流视频生成模型。 据百度搜索相关负责人介绍，百度搜索文心助手在任务解决、创作生成能力等方面进一步升级。在任务解决方面，升级后的文心助手支持一键调用多工具解 决生活、健康、教育、工作等多场景问题。在内容创作领域，文心助手已经支持AI图片、AI视频、AI音乐、AI播客等8种模态创作能力。截至目前，每天都 有千万量级的AIGC内容由用户通过文心助手创作产生。 例如，文心助手提供行业领先的长视频生成玩法。输入一段话，即可创作一部 3 分钟的故事大片。 从情节设计、角色塑造，到场景搭建、镜头运镜、声音 ...

北京商报讯（记者 魏蔚）10月15日，百度搜索全面升级文心助手AIGC（人工智能生成内容）创作能 力，支持AI图片、AI视频、AI音乐、AI播客等8种模态创作，能够一键调用多工具解决多场景问题。截 至目前，百度搜索用户日均生成AIGC内容已破千万。同时，百度搜索发布行业首个开放式实时互动的 数字人智能体，具备高逼真度、低延时、开放式实时互动与情感识别能力。 ...