Group 1 - The bull market is back, with Meta Platforms recovering much of its losses due to a temporary pause in tariff escalations [1] - Meta Platforms may still face near-term risks from potential disruptions [1] - The investing group Best Of Breed Growth Stocks focuses on stocks with a high probability of delivering significant alpha relative to the S&P 500 [1] Group 2 - Julian Lin, a financial analyst, seeks undervalued companies with secular growth potential [1] - The investment approach emphasizes strong balance sheets and management teams in sectors with long growth runways [1]

Core Insights - Meta Platforms is delaying the release of its "Behemoth" AI model due to concerns about its capabilities and the significance of improvements over earlier versions [1][3] - The initial release was scheduled for April to align with Meta's first AI conference but has now been postponed to fall or later [2][3] Development Timeline - Behemoth was originally set for an April release, which was later pushed to June, and is now delayed further [2][3] - The company had previously described Behemoth as "one of the smartest LLMs in the world" and its most powerful model to date [3][5] Recent Developments - In April, Meta released the latest versions of its LLM, Llama 4 Scout and Llama 4 Maverick, while previewing Behemoth [5]

Core Viewpoint - Meta Platforms has introduced a feature allowing users to customize Meta AI for detailed responses on Ray-Ban Meta glasses [1] Group 1 - Users can now personalize their Meta AI experience, enhancing interaction through Ray-Ban Meta glasses [1] - This development signifies Meta's commitment to integrating AI technology into wearable devices, potentially increasing user engagement [1] - The customization feature may attract a broader audience, positioning Meta favorably in the competitive landscape of AI and wearable technology [1]

在当今社交媒体盛行的时代，TikTok以其独特的短视频形式迅速崛起，成为全球用户喜爱的平台之一。然而，面对海量视频内容，如何高效地选择自己感 兴趣的内容，并个性化设置内容偏好，成为了许多用户关注的焦点。下面拓新联贸将详细介绍TikTok如何选择内容偏好及内容偏好设置的具体步骤，帮助 大家更好地享受TikTok带来的乐趣。 TikTok运营免费咨询 v： tiktokxt01 TEL:400-(8733)-702 2. 探索热门趋势和话题 关注TikTok上的热门趋势和话题，是快速了解用户兴趣点的重要途径。通过浏览推荐视频、热门标签和挑战活动，你可以发现当前最受欢迎的内容类型， 并据此调整自己的内容偏好。 3. 研究目标受众 TikTok内容偏好的重要性 TikTok通过智能算法分析用户的兴趣和行为，为用户推荐个性化的视频内容。正确设置内容偏好，不仅能让你的首页更加符合个人口味，还能提升使用体 验，减少无效信息的干扰。因此，掌握TikTok内容偏好的选择方法显得尤为重要。 如何选择内容偏好? 1. 确定兴趣和热门领域 首先，明确自己的兴趣和擅长领域。TikTok涵盖了美食、旅行、教育、娱乐、时尚等众多领域，找到 ...

短视频平台TikTok推出其首个AI驱动的创意功能——"TikTok AI Alive"，这项技术直接嵌入TikTok Stories，能够将静态照片瞬间转化为动态视频。AI Alive功能位于TikTok Stories的相机界面内。用户选 择一张照片后，可以在编辑工具栏中找到"AI Alive"图标。该功能利用AI技术，为静态图像添加包括动 态效果、环境效果和创意效果等元素，从而生成短视频。根据TikTok的介绍，用户可以使用AI Alive将 风景照片处理成包含天空和云朵动态效果的视频，或将合影照片转化为具有面部表情和动作细节的动态 片段。(科创板日报) ...

TikTok近期推出了一项名为"TikTok AI Alive"的创新功能，该功能借助先进的人工智能技术，能够将用户的静态照 片转化为充满动感与创意的短视频。 据悉，"TikTok AI Alive"功能通过复杂的AI算法，精准识别照片中的关键元素，如天空、云朵、海洋等自然景 观，并自动添加相应的动态效果。例如，原本静止的天空在AI的魔力下，可以展现出绚烂的日落景象，云朵仿佛 拥有了生命，缓缓飘荡，而海洋则波光粼粼，仿佛能听到海浪拍打岸边的声音。更令人称奇的是，该功能还能针 对自拍照片，捕捉人物的微妙表情和动作，如轻轻挥手或温暖的微笑，使原本平面的照片瞬间变得生动立体。 用户想要体验这一功能十分简单，只需打开TikTok的故事相机（Story Camera），点击顶部醒目的蓝色加号按钮， 从相册中选择一张静态照片，进入编辑页面后，即可一键转化为动态视频。这些充满创意的视频随后可以被发布 到TikTok Stories中，与亲朋好友共享。 TikTok强调，在享受AI技术带来的乐趣的同时，用户数据的安全始终是他们最重视的。因此，"AI Alive"功能生成 的所有内容都会明确标注"AI生成"标签，以确保内容的透 ...

One big tech stock that analysts routinely talk about how cheap it looks is Meta Platforms (META 0.52%). But I think they could be completely wrong about that.While there's no doubt Meta's business is massive, profitable, and growing, there are considerable headwinds that investors shouldn't overlook. And although things look rosy right now, I think there may be trouble ahead for Meta, which could call into question just how safe and cheap the stock really appears to be.Here's why you may want to think twic ...

Core Viewpoint - Pinterest has shown strong financial results and growth potential, driven by strategic investments in technology and user engagement, despite facing some macroeconomic challenges [1][14]. Financial Performance - Pinterest's overall revenue increased by 16% year over year to $855 million, surpassing the consensus estimate of $847 million [11]. - Adjusted EBITDA rose by 36% year over year to $172 million, while adjusted earnings per share increased by 35% to $0.23 [12]. - The company forecasts Q1 revenue between $960 million and $980 million, indicating a year-over-year growth of 12% to 15%, which is above the analyst consensus of $966 million [12]. User Engagement and Growth - Monthly active users (MAUs) grew by 11% to 570 million, with significant increases in the "rest of world" segment, which saw a 14% rise to 320 million users [8]. - Average revenue per user (ARPU) increased by 5% year over year to $1.52, with notable regional differences: ARPU in the U.S. and Canada rose by 8% to $6.54, while European ARPU surged by 17% to $1 [9]. Strategic Initiatives - CEO Bill Ready has focused on making Pinterest a more shoppable platform, enhancing its resilience and monetization capabilities [4]. - The company is leveraging artificial intelligence to improve visual search and user recommendations, aiming to enhance user experience and engagement [5]. - Pinterest is enabling advertisers to run full-funnel campaigns, integrating AI tools to boost lower funnel conversions through its new Performance+ solution [6]. Market Opportunities - Pinterest is successfully expanding its lower funnel shopping strategies in international markets, with revenue from catalog shopping ads increasing significantly [10]. - The company is addressing macroeconomic challenges, such as tariffs affecting spending from Asia-based e-commerce retailers, by shifting focus to other regions [13]. Valuation and Investment Potential - Pinterest's stock is trading at a forward price-to-earnings (P/E) ratio of about 18 based on 2025 analyst estimates, suggesting it is undervalued [15]. - Given the company's transformation and growth opportunities, it is considered a potential buy at current stock levels [17].

24Social Introduces Tools to Drive Organic Engagement on Social Media Platforms Like Facebook and TikTok24Social, a leader in ethical social media engagement, launches tools to boost organic growth and visibility on platforms like Facebook and TikTok. These tools help businesses drive real interactions, follow platform guidelines, and avoid fake engagement or misleading tactics for sustainable digital success.May 15, 2025 3:06 AM EDT | Source: PlentisoftBangkok, Thailand--(Newsfile Corp. - May ...

用户可以通过 TikTok 的故事相机(Story Camera)使用 AI Alive 功能。只需打开故事相机，点击收件箱或个人主页 顶部的蓝色加号按钮，选择一张静态照片，然后在编辑页面中转化为动态视频，并发布到 TikTok Stories 中与好友 分享。 TikTok 表示，AI 技术的应用始终以安全为前提。AI Alive 功能生成的所有内容都会附带"AI 生成"标签，以明确内 容的创作方式。此外，所有内容都将嵌入 C2PA 元数据，即使视频被分享到 TikTok 以外的平台，也能被识别为 AI 创作。 【太平洋科技快讯】5 月 14 日，TikTok 宣布上线"TikTok AI Alive"功能。该功能基于人工智能技术，可以将用户 的静态照片转化为富有运动感、氛围感和创意效果的短视频。 "TikTok AI Alive"利用先进的 AI 算法，识别照片中的关键元素，例如天空、云朵、海洋等，并自动生成相应的动 态效果。例如，照片中的天空可以呈现出日落时分的色彩渐变，云朵可以缓缓飘动，海洋可以模拟出波涛起伏的 景象，甚至伴随着海浪拍打的声音。对于自拍照片，AI Alive 也能捕捉人物的表情和动作， ...