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【光大研究每日速递】20250516
光大证券研究· 2025-05-15 09:15
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【银行】如何看待4月社融与信贷"大劈叉"?——2025年4月份金融数据点评 5月14日,央行公布了4月金融统计数据,多重影响因素共振下4月贷款读数"小月更小",对公端读数相对 稳定,政府投资对信用扩张形成有力支撑,零售端读数季节性回落,按揭、消费贷增长承压;社融增速 8.7%,环比3月进一步上行,社融-贷款增速剪刀差走阔。4月M1增速超预期走低,M2增速低基数上实现反 弹。 (王一峰/赵晨阳) 2025-05-15 【昆仑能源(0135.HK)】依托中国石油平台优势,天然气终端业务高质量发展可期——首次覆盖报告 公司是中国石油旗下唯一从事天然气终端销售和综合利用的平台企业,业务涵盖城市燃气、LNG工厂、 LNG接收站等, ...
美图公司AI视觉领域竞争力升级:七项图像编辑成果出炉
Zheng Quan Ri Bao· 2025-04-09 08:40
Core Insights - Meitu's MT Lab has achieved significant recognition with five research outcomes selected for the prestigious CVPR 2025 conference, which received over 13,000 submissions and has a low acceptance rate of 22.1% [2] - The lab also had two projects accepted at the AAAI 2025 conference, which had an acceptance rate of 23.4% from 12,957 submissions [2] - The seven research outcomes focus on image editing, including three generative AI technologies, three segmentation technologies, and one 3D reconstruction technology [2] Generative AI Technologies - GlyphMastero has been implemented in Meitu's app Meitu Xiuxiu, providing users with a seamless text modification experience [3] - MTADiffusion is integrated into Meitu's AI material generator WHEE, allowing for efficient image editing with simple commands [3] - StyO is utilized in Meitu Xiuxiu's AI creative and beauty camera features, enabling users to explore different dimensions easily [4] Segmentation and 3D Reconstruction Technologies - The segmentation breakthroughs include interactive segmentation and cutout technologies, which are applied in e-commerce design, image editing, and portrait beautification [4] - EVPGS represents advancements in 3D reconstruction, with increasing demand in new perspective generation, augmented reality (AR), 3D content generation, and virtual digital humans [4] Industry Position and Future Potential - Meitu's long-term investment in AI capabilities has allowed the company to integrate cutting-edge technologies into practical applications, enhancing its competitive edge in the core visual field [4] - The continuous iteration of product capabilities has led to increased user engagement and willingness to pay, indicating promising growth potential and expansion opportunities for the company [4]