10月15日，观察者网了解到，昨日，腾讯首届青云奖学金宣告启动，拟评选出15位优秀学子，每位获奖者将获得总计50万元的支持额度。 腾讯"青云奖学金" 具体来看，包括20万元现金奖励，用于科研攻关与个人成长发展；另有30万元云异构算力资源，专门用于GPU相关使用需求。 区别于传统校园招聘或实习项目模式，腾讯将"青云奖学金"定义为"寻找顶尖技术人才"的专项计划，重点聚焦人工智能领域的基础研究与应用创新方向。该 奖项面向中国大陆及港澳台地区高校在读、拥有中国国籍的硕士或博士研究生，在选拔时会优先考量计算机科学、人工智能及交叉学科领域的学生。 腾讯招聘全球负责人罗海波表示："青云奖学金设立的初衷，正是为了践行'为更值得的探索'这一理念，支持最具天赋和热情的青年学者，去追逐那些大胆 的、前沿的、具有长远影响力的科研方向。"实际上，"青云奖学金"是腾讯"青云计划"的延伸举措。 早在2023年，腾讯就已将技术人才招聘体系升级为"青云计划"，面向全球范围招募顶尖学子。此次奖学金计划的正式落地，意味着腾讯的人才布局已进一步 向前延伸，直接切入科研人才的早期培育阶段。 当下，互联网巨头对AI人才的竞争愈发激烈。 上周，字节跳动创 ...

Core Insights - Baidu has upgraded its Wenxin Assistant AIGC creation capabilities, now supporting AI-generated images, videos, music, and podcasts across 8 modalities, with daily AIGC content generation exceeding 10 million [1][2] - The company launched the industry's first open real-time interactive digital human agent, featuring high realism, low latency, and emotional recognition, aimed at providing professional content and services [1][2] - The video generation model, Baidu Steam Engine, has been upgraded to allow real-time interactive generation of long videos, breaking the traditional 10-second limit and surpassing domestic mainstream video generation models in speed [1][2][3] Group 1 - The upgraded Wenxin Assistant can now solve various tasks by calling multiple tools for different scenarios, including life, health, education, and work [2] - The digital human agent enables 1v1 conversations with certified real experts, providing professional support in legal, emotional, and travel contexts [2] - The video generation process allows users to upload a single image and a prompt to initiate video creation, with real-time control over the storyline and visuals, transitioning from "one-way generation" to "two-way co-creation" [3] Group 2 - Baidu's search platform has undergone a significant overhaul since July, enhancing the search box, results page, and overall ecosystem [3] - According to QuestMobile, Baidu AI search has reached 365 million monthly active users, maintaining its position as the leader in the domestic AI search industry [3] - IDC reports indicate that Baidu AI search ranks first in China among general AI search products, leading in user data and technical capabilities [3]

本文来自微信公众号：caoz的梦呓 （ID：caozsay），作者：caoz，头图来自：AI生成 最近看到朋友圈功成名就的百度老同事转发的帖子，蛮有意思的，关于提问背后的思维逻辑。 这个老同事也点评了一下，简单说就是，互联网时代，搜索引擎的定律是，你想要怎样的答案，取决于 你提出怎样的问题；而AI时代，你想要AI给你怎样的帮助，也取决于你写出的提示词。 提问的能力，提问的思维方式，一直是很重要的。 那篇文章总结了一个很有意思的现象，就是很多人做职业选择的提问，是防御性的。什么叫防御性，就 是担心自己会被裁员，担心自己无法维系稳定的收入，来进行所谓职业选择。正好我星球里也有一个读 者提问，问是否创业的话题，我发现居然思维模式是一样的，也是防御性的。担心工作不稳定，35岁危 机，所以考虑是否通过创业来实现破局。 乔丹可以对总经理说，给我把罗德曼招进来。 乔丹也可以对总经理说，皮蓬不能走。 向上管理一点不难，公司可以是你的平台，老板也可以是你的资源，但你需要知道自己能做成什么，并 证明这一点。 但正如今天的标题，当你基于这样的思路去提问，那么答案就在问题里，你问就是不行。 因为行的人根本不会这样问。 然后我在星球里 ...

Core Viewpoint - Recent actions by major cloud storage platforms indicate a renewed focus on content regulation and compliance with legal requirements, leading to the removal of user files deemed inappropriate or illegal [1][3][42] Group 1: Legal and Regulatory Compliance - Platforms are compelled to delete files due to strict legal regulations, as exemplified by the case of Qvod, which faced severe penalties for failing to manage content responsibly [8][9] - The legal obligation to monitor and remove illegal content is not optional but a requirement to avoid significant fines and potential criminal charges against responsible parties [9][16] Group 2: Copyright and Content Ownership - The pressure from copyright holders has intensified, with companies employing legal teams to monitor and enforce copyright claims against platforms hosting pirated content [11][15] - Historical cases, such as the shutdown of Megaupload, highlight the severe consequences platforms face when failing to address copyright infringement [12][15] Group 3: Technological Measures for Content Regulation - Platforms utilize a multi-layered filtering system to identify and remove illegal content, starting with hash value comparisons to detect known infringing files [21][23] - Advanced AI technology is employed to analyze content directly, identifying violations based on visual and audio elements, although it is not infallible [29][31] Group 4: Business Model Evolution - The shift from user acquisition to profitability has led platforms to tighten content regulations, viewing users who store pirated content as high-cost liabilities rather than potential customers [38][40] - By enforcing stricter content policies, platforms aim to reduce legal risks and operational costs while attracting higher-quality users willing to pay for services [40][42] Group 5: User Experience and Perception - Users often feel a loss of control over their digital assets when files are removed without notice, leading to frustration and confusion regarding data ownership [42][44] - The dichotomy between user expectations of privacy and the platforms' regulatory responsibilities creates a complex relationship where users must relinquish some control over their data [44]

Post Baidu's Sep-Oct share price move (up 50% followed by 20% correction lately), we layout three key debates on the name, centering around its cloud growth/capex outlook, asset value unlock schedule, as well as downside for ads business. Into the 3Q25 print around mid/late Nov, we believe the market has already largely priced in a significant profit decline yoy in 3Q, but will more likely focus on sequential trends into 4Q25/26 for cloud/AI initiatives, and potential capital market actions including a pote ...

Group 1 - Significant inflow of over 1 billion CNY into the Hang Seng Internet ETF (513330) in just two trading days, with a total of over 1.7 billion CNY in the first four trading days of October, indicating strong institutional confidence in Hong Kong's tech sector [1] - Despite potential short-term volatility, multiple institutions believe that the long-term core logic driving the market remains solid, presenting a rare opportunity for investors to enter at lower prices [1] - International investment banks show strong preference for leading internet companies, with Goldman Sachs highlighting Tencent's unique advantages in AI technology and its synergistic effects between WeChat and global gaming assets, while also raising capital expenditure expectations and target prices [1] Group 2 - The Hang Seng Internet ETF (513330) supports T+0 trading and focuses on the internet platform economy, including major players like Alibaba, JD.com, Tencent, Meituan, Kuaishou, and Baidu, with a DeepSeek content of 86%, making it a suitable tool for investors to access AI application and "AI + internet" core assets [2]

Jamie Dimon has had a big week: As JPMorgan released its latest blockbuster earnings, he held forth as a leading (some would say the leading) voice on Wall Street. The investment bank CEO was in Washington, D.C., on Tuesday, appearing at the Fortune Most Powerful Women Summit with editor-in-chief Alyson Shontell, when the subject turned to everyone’s favorite conversation in 2025: the AI bubble, or lack thereof. Dimon said that isn’t quite right in his opinion, but also that he thinks “people should stop s ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the Trending AI Stocks on Wall Street. On October 9, BMO Capital raised the firm’s price target on the stock to $294 from $225 and kept an Outperform rating on the shares. Expert checks reveal how Alphabet’s AI leadership is translating into core Search and Google Cloud Export strength. The company benefits from product launches and AI integrations, enhancing incremental user value. BMO is analyzing the Ad Tech Remedies trial outcomes as a key. However, it is firm i ...

U.S. Attorney General Pam Bondi speaks during a roundtable on "Antifa," an anti-fascist movement he designated a domestic "terrorist organization" via executive order on September 22, at the White House in Washington, D.C., Oct. 8, 2025.Meta removed a Facebook group page on Tuesday that was allegedly used to "dox and target" U.S. Immigration and Customs Enforcement agents in Chicago after being contacted by the Department of Justice.Attorney General Pam Bondi revealed the Facebook takedown in an X post, and ...

Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) Google is updating its Search ecosystem with Artificial Intelligence (AI) Overviews, AI Mode, and a redesigned ad experience that groups text ads under a single "Sponsored Results" label, allowing users to hide them with a single click.The changes aim to boost monetization by improving user experience, enabling more consistent ad loads across queries, and increasing click-through rates or click quality. These updates will roll out globally, including for Shopping ads.Al ...