Core Viewpoint - The article introduces VAFlow, a novel framework for video-to-audio generation that directly models the mapping from video to audio, overcoming limitations of traditional methods that rely on noise-based priors [6][9][29]. Background - The transition from "noise to sound" to "video to sound" highlights the evolution in multimodal generation tasks, particularly in video-to-audio (V2A) generation [3]. Traditional Methods - Early V2A methods utilized autoregressive and mask-prediction approaches, which faced challenges due to the discrete representation of audio leading to quality limitations [4][5]. VAFlow Framework - VAFlow eliminates the dependency on Gaussian noise priors, enabling direct generation of audio from video distributions, resulting in significant improvements in generation quality, semantic alignment, and synchronization accuracy [6][8][9]. Comparison of Generation Paradigms - The article contrasts traditional diffusion models and flow matching methods with VAFlow, demonstrating that VAFlow achieves better performance in terms of convergence speed and audio quality metrics [19][20]. Prior Analysis - The study compares Gaussian prior and video prior, showing that video prior offers better alignment with audio latent space, leading to superior generation quality [12][15]. Performance Metrics - VAFlow outperforms existing state-of-the-art (SOTA) methods in audio generation quality metrics, achieving the best scores in various benchmarks without complex video conditioning modules [24][25]. Visual Results - The article presents visual comparisons of generated audio from VAFlow against ground truth, illustrating its capability to accurately interpret complex scenes and maintain audio-visual synchronization [27]. Future Directions - The research team plans to explore VAFlow's applications in broader audio domains, including speech and music, indicating its potential for general multimodal generation [29].

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作 为指数样本，以反映人工智能主题上市公司证券的整体表现。 OpenAI、甲骨文及Related Digital宣布将于2026年启动在密歇根州设立的"星际之门"（STARGATE）数据中心。OpenAI表示，"星际之门"项目规划容量突破8 吉瓦，预计未来三年投资超4500亿美元。 截至2025年10月31日 09:55，中证人工智能主题指数(930713)下跌1.74%。成分股方面涨跌互现，三六零(601360)领涨10.02%，奇安信(688561)上涨8.98%，昆 仑万维(300418)上涨4.67%；石头科技(688169)领跌11.48%，澜起科技(688008)下跌7.84%，新易盛(300502)下跌5.08%。AI人工智能ETF(512930)下跌1.82%， 最新报价2.16元。拉长时间看，截至2025年10月30日，AI人工智能ETF近1周累计上涨5.61%，涨幅排名可比基金1/4。 费率方面，AI人工智能ETF管理费率为0.15%，托管费率为0.0 ...

Group 1 - A-shares opened lower on October 31, with the three major indices declining collectively [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) fell by 2.41% with a trading volume exceeding 19 million yuan and a premium rate of 0.11% [1] - Among the constituent stocks, Hehe Information rose over 11%, while Qi Anxin-U and Foxit Software led in gains [1] Group 2 - The Sci-Tech Innovation Board Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for artificial intelligence [1] - The "International Forward-looking Artificial Intelligence Safety and Governance Conference" was held on October 30, launching the "Beijing General Artificial Intelligence Industry Innovation Partner Program" [1] - The conference released reports on "Artificial Intelligence Model Safety Assessment and Industry Practice" and "Beijing Artificial Intelligence Governance Case Collection" [1] Group 3 - Guosen Securities noted that AI has shown significant effects on the advertising business scenarios of internet giants, cloud computing scenarios, and enterprise efficiency [2] - Tencent's advertising maintained a 20% growth in Q2, while Alibaba Cloud's growth rate accelerated to 26% [2] - Companies like Tencent, Tencent Music, and Kuaishou have shown notable improvements in operational efficiency [2] - Recent developments include Baidu and Alibaba launching self-developed chips, completing a full-chain layout of chips, models, and applications, which is expected to enhance market share for cloud service providers [2] - Continued focus on the AI theme is recommended [2]

人民财讯10月31日电，企查查APP显示，近日，上海模思智能科技有限公司发生工商变更，新增深圳哈 勃科技投资合伙企业(有限合伙)等为股东，同时注册资本增至550.8万元。企查查信息显示，该公司成立 于2024年，法定代表人为李世民，经营范围包含：人工智能公共数据平台；人工智能通用应用系统；智 能机器人的研发；智能机器人销售等。公开信息显示，模思智能是一家人工智能企业，专注于情景智能 领域，研发语音大模型和强交互多模态大模型。 ...

Summary of Key Points from the Conference Call Industry and Company Focus - The conference call discusses the strategic sectors in China, particularly focusing on innovative growth companies that are expected to emerge as "China Next Winners" in the context of the country's five-year plans [1][3][4]. Core Insights and Arguments 1. **Five-Year Plans as Investment Roadmaps**: China's five-year plans have historically served as effective roadmaps for investors, highlighting key sectors that are prioritized for growth. Significant alpha generation is often observed in the initial years following the prioritization of these sectors [3][12][13]. 2. **Key Growth Areas Identified**: - **Technology and Innovation**: Growth in semiconductors and artificial intelligence (AI) is anticipated, with a focus on self-reliance and high-tech innovation [3][4]. - **Advanced Manufacturing and Automation**: Chinese companies are expanding in mature automation areas, with new entrants in humanoid robotics benefiting from a large customer base and lower development costs [3]. - **Green Technology Leadership**: China has achieved 50% penetration of electric vehicles, with expectations for full electrification by the end of the decade. Rapid development in solar, wind, and nuclear energy is also anticipated [3]. - **Healthcare and Drug Development**: The aging population is expected to create greater opportunities in healthcare, with the industry catching up to global standards in R&D capabilities [3]. - **Domestic Consumption Boost**: A shift in consumer behavior from material ownership to experiential wealth is noted, benefiting companies focused on experiences rather than goods [3]. - **Urban Air Mobility**: China aims to dominate the low altitude economy, with proactive regulations and infrastructure development supporting this market [3]. 3. **Investment Implications**: The report emphasizes that growth stocks and innovative companies have historically provided the best returns for long-term investors, with a focus on high-growth and highly innovative firms [4][12]. 4. **Top Stock Recommendations**: Key stocks highlighted include Tencent, CATL, Alibaba, Trip.com, Luxshare, Hengrui, and Innovent as potential investment opportunities [4]. Additional Important Insights 1. **Historical Performance of Strategic Industries**: Industries identified as strategic in five-year plans have historically shown an average alpha of 30-40% in the first two years post-inclusion, although returns tend to decline after five years [13][17]. 2. **Characteristics of Historical Winners**: Successful companies typically emerged from mid-cap stocks (around $5 billion adjusted for today's market size), with reasonable valuations (13x PE), operating margins of 6-9%, and long-term earnings growth expectations exceeding 12% [12][50]. 3. **Long-Term Trends**: The report indicates that high-growth and innovative companies have generated significant annualized alpha, with the top 20% of the market leading in innovation yielding 8.5% p.a. alpha over the last decade [12][50]. 4. **Geopolitical and Macroeconomic Influences**: The evolving geopolitical landscape and domestic structural challenges are shaping China's economic and policy environment, emphasizing self-reliance and technological innovation [14][29]. This summary encapsulates the key points discussed in the conference call, focusing on the strategic sectors and companies poised for growth in China, as well as the historical context and investment implications derived from the five-year plans.

MEET组委会 发自 凹非寺 量子位｜公众号 QbitAI 我们正迈入一个由人工智能重塑一切的新时代。 智能技术已经深刻渗透进生产和生活， 跨越了软件、硬件、机器人等不同形态 ，从工具发展为能深度理解人类需求的智能伙伴。 如今，智能技术不再局限于某一特定领域，而是 跨越产业、学科和场景的边界 ，催生出全新的生态和机遇。 随着多模态、AR/VR、空间计算等新兴技术的涌现， 数字世界与物理世界的界限正在逐步模糊并融合 。 在这股强大的技术浪潮中，企业、技术与社会之间的连接与共生，已成为推动发展的核心动力。 我们正见证人工智能逐步成为基础设施的一部分，正在重塑人类未来的工作、生活和社会运作模式。科技的不断进步正在突破传统的边界，各 类新兴技术交织融合，推动着产业的深度变革。 正是在这样的背景下，我们将以 「 共生无界，智启未来」 为主题，正式启动 MEET2026智能未来大会 ！承袭MEET系列年度行业观察的视 角，诚邀科技、产业与学术领域的领军人物齐聚一堂，共同见证行业变革。 今年，是 MEET智能未来大会 的第七年。作为年度影响力科技商业峰会，每年最具行业代表性的科技商业领袖，都会来到大会分享前瞻观点 与认知。 ...

Core Viewpoint - The article discusses the emergence of a black market for AI product invitation codes, highlighting how scarcity is artificially created by companies to generate hype and demand, leading to a new form of social currency in the AI industry [4][6][12]. Group 1: Invitation Code Market Dynamics - Invitation codes for AI products have become highly sought after, with some being sold for hundreds or even thousands of yuan, creating a black market for these codes [6][12]. - The phenomenon of users scrambling for invitation codes has led to a culture of sharing and trading, with some individuals even forming groups to exchange codes [12][24]. - The practice of selling invitation codes has become lucrative, with individuals realizing they can profit from the scarcity created by companies [12][19]. Group 2: Marketing Strategies and User Behavior - Companies are increasingly using invitation codes as a marketing tool to create urgency and exclusivity, which in turn drives user engagement and interest [6][20]. - The article notes that the scarcity of invitation codes can lead to a sense of anxiety among users, prompting them to seek out these codes aggressively [21][25]. - Some entrepreneurs view the invitation code system as a way to control user growth and manage operational costs, rather than purely as a marketing gimmick [17][19]. Group 3: Historical Context and Evolution - The use of invitation codes is not new; it has been a growth strategy for various tech products since the late 1990s, with notable examples including Facebook and Gmail [15][16]. - In China, the concept was initially popularized through online games and has since been adopted by various platforms to build initial user bases [16][19]. - The article suggests that while invitation codes can generate initial interest, their effectiveness in sustaining user engagement is questionable, as many users may lose interest after a brief trial [26][27].

以下文章来源于刺猬公社 ，作者刺猬公社编辑部 刺猬公社 . 互联网内容行业观察与研究 今年夏天，Gemini 推出Nano banana 模型，凭借着出色的角色一致性能力，引发了众多网友对 AI 图像生成的探索和关注。在该模型曝光不久前，Gemini AI 上线了 Storybook 故事创作功能，用户 仅需输入几句话描述情节，AI将自动生成10页图文内容的电子书。 图像模型的完善使得人们逐渐开始探索AI绘本功能的妙用。在短视频平台上有大量 AI 绘本视频，很 多视频附上英文字幕和配音，tag 标注为英语绘本、英语磨耳朵等，平均点赞量大几千，有的视频数 据则近百万。点开这些博主的主页，往往挂着启蒙绘本、英语绘本视频合集等购买链接。 AI 一键生成的绘本能读吗？为什么这些略显抽象的幻灯片放映似的视频能迅速走红？为了找到答案， 我开始着手调研和试用产品。 成为绘本创作者 只要一分钟 为了直观体验目前 AI 绘本技术的能力，我在 Google Gemini 里进行了一次测试。 点开AI绘本功 能，界面上出现了几个创作建议。 来源丨刺猬公社 （ ciweigongshe ） 作者丨 白棉 编辑丨 园长 2024年8月 ...

1.【知情人士：英伟达计划向Poolside投资至多10亿美元】知情人士称，英伟达计划向人工智能公司 Poolside投资至多10亿美元，此交易将使该AI初创企业估值增至原先4倍。知情人士透露，Poolside 正洽谈以120亿美元估值募集20亿美元资金（该估值未包含本次募集资金）。其中一位因讨论未公开 信息而要求匿名的人士表示，英伟达将在本轮融资中投资至少5亿美元，若该初创公司达成募资目 标，投资金额有望提升至10亿美元，此前暂无相关报道。另有一位知情人士称，Poolside已在最新一 轮融资中获得超10亿美元承诺资金，其中约7亿美元来自现有投资者。此外，以对冲基金投资闻名的 资产管理公司Magnetar也在洽谈参与本轮融资。（新浪科技） 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 2.【"2025年中国人工智能行业创新力企业百强"发布，10家深企入围百强榜单】10月28日，以"i时 代·智创未来"为主题的CIAI2025第十届中国国际人工智能大会在沪开幕。会上正式发布"2025年中 国人工智能行业创新力企业百强"榜单。共有10家深圳企业入围 ...