无独有偶，抖音知识创作者风雪夜灯的《一口气看完战国时代》，为了讲清战国两百多年的历史，写下 144页、18.8万字文稿，把战国七国的复杂局势铺陈成一张巨大的历史棋盘。这条长达527分钟、足足9 个小时的视频发出后，收获了超过417万点赞、324万次收藏，还有近20万人在评论区留言。评论区活泼 有趣，很多网友笑称"接下来的9个小时就要待在视频里了"，还有人说"没有倍速，甚至反复回拉进度 条，每小段结语都会跟着热泪盈眶" 。 这里还有一组硬核数据，2025年，短视频平台的内容生态持续迭代。数据显示，抖音平台知识相关万粉 作者较去年增长27%，全年优质知识内容发布量近5300万篇，总播放量突破2万亿次。 抖音知识负责人现场分享。 抖音知识负责人表示，过去一年，抖音上超过30分钟的中长视频总数量同比增长207%，累计时长达3.2 亿分钟，450分钟解读《红楼梦》、333分钟梳理现代物理学、900分钟贯通高中数学等深度内容持续走 红，中长视频、深度解析成为全新趋势。同时，也出现了@小鸡科学铺、@抽象科普等创作者用趣味化 方式解读知识，AI 机器人科研日志等创新形式。 转自：北京日报客户端 知识长视频能变成一本书？是的， ...

短视频搜索业务是向量检索在工业界最核心的应用场景之一。然而，当前业界普遍采用的「自强化」训练范式过度依赖历史点击数据，导致系统陷入信息茧房， 难以召回潜在相关的新鲜内容。 针对这一问题， 快手搜索团队提出了一套全新的检索数据引擎 CroPS（Cross-Perspective Positive Samples）。 该方法通过引入用户换 Query 数据、推荐流数据以 及大模型生成的世界知识，多视角丰富了正样本信号，并结合层次化标签分配（HLA）策略和 H-InfoNCE 损失函数，实现了对相关性的精细化建模。 目前，CroPS 已在快手搜索业务中实现全量部署，服务亿级用户。实测表明， 该方案在具备极强的架构普适性的同时，显著提升了 CTR 与长播率，并有效降低用 户换 Query 率，优化用户搜索体验。 本工作相关成果《CroPS: Improving Dense Retrieval with Cross-Perspective Positive Samples in Short-Video Search》已被人工智能顶级会议 AAAI 2026 Oral 接收。 然而，在绝大多数工业系统中， 训练数据的正样 ...

Investment Rating - The investment rating for the company is "Buy" and it is maintained [9] Core Insights - In the AI era, the short video giant Kuaishou is actively embracing new technologies, launching AI-native video products that lead industry development. The company is undergoing a value reassessment as it fully utilizes AI to reshape its core business commercialization chain [3][5] - The AI-native product, Keling AI, is positioned to lead the industry with its technical and product capabilities, while the OneRec recommendation model enhances user engagement and reduces operational costs, validating its revenue growth logic [5][6] - The market is expected to recognize Kuaishou's unique value proposition, leading to a potential revaluation of its stock as the AI commercialization process accelerates [19] Summary by Sections Introduction - Kuaishou, listed as the "first short video stock" in 2021, has gained market attention due to its unique monetization model in advertising, e-commerce, and live streaming. The company is transitioning from high-speed growth to stable growth in its e-commerce business, leading to a market valuation of around 10x PE [5][19] Keling AI - Keling AI is leading the AI video sector with its superior model performance and product capabilities. The market for AI-generated videos is projected to exceed $100 billion, with Keling achieving stable monthly revenues of over 100 million yuan and a quarterly revenue growth rate of over 20% [7][30] Main Business - Kuaishou's short video business is being comprehensively reshaped by AI, with a rebound in performance expected in Q1 2025. The company is enhancing its algorithm capabilities and commercial efficiency through the OneRec system, which is expected to improve advertising revenue significantly [8][62] Commercialization - Keling AI's user base consists mainly of professional and business users, with 70% of its revenue coming from overseas. The product is designed to cater to professional film and short video production needs, demonstrating strong growth in user numbers and video generation [53][59]

Group 1 - The report highlights that the service industry is increasingly merging with technology, leading to the emergence of top-tier listed companies in sectors such as fintech, logistics, enterprise services, and healthcare [2][10] - Countries are exploring unique paths to develop their service industries, with examples including the U.S. focusing on fintech innovation, Germany emphasizing industrial design, and Singapore building digital infrastructure [2][10] - China's national strategy aims to enhance service industry capacity and quality through targeted policies, including the removal of entry barriers in key sectors like telecommunications and healthcare [2][39] Group 2 - The report identifies three main investment directions in the service industry: productive services, lifestyle services, and emerging services [2][45] - Productive services are seen as a core engine, with sectors like testing, industrial software, and financial services highlighted for their growth potential [2][3][45] - Lifestyle services are focused on improving living standards and consumption upgrades, with high growth observed in areas such as gaming, aviation, and tourism [3][45] Group 3 - Emerging services are positioned as key to cultivating new productive forces, with rapid developments in AI and the integration of healthcare and pharmaceutical services [4][45] - The report emphasizes the importance of cross-border e-commerce as a new growth driver for foreign trade, leveraging China's supply chain advantages [4][45] - Specific companies such as Cintas and CVS Health are cited as examples of successful service firms in the U.S., showcasing effective business models and market strategies [1][15][18]

在欧洲数字经济的版图上，TikTok 德国市场正以 2180 万活跃用户、34 小时月度人均使用时长的硬核数据，成为全球短视频赛道的黄金高地。这个兼具强劲 消费力与成熟数字基建的市场，正从内容娱乐向 "内容 + 电商 + 服务" 的多元生态演进，而公会作为连接平台、创作者与品牌的核心枢纽，mcn正迎来前所 未有的857发展机遇。深入拆解德国市场的生态特征与合规逻辑，成为公会抢占欧洲战略要地的关键。 电商生态的崛起成为关键增量。作为 TikTok Shop 欧洲第一梯队市场，德国站月 GMV 稳定在 600 万 - 2500 万美元区间，黑五、圣诞期间同比涨幅可达 90%-130%，夏季户外用品品类环比增长 40%-60%。"内容 + 兴趣" 的核心逻辑与德国用户对品质的追求形成契合，智能家电、药妆、环保产品等成为热销品 类，客单价超 45 欧元的水平领跑欧洲市场。 二、合规底线：德国市场的 "必修课" 与竞争壁垒 进入 TikTok 德国市场，合规是不可逾越的前提，也是构建长期竞争力的基础。数据合规方面，GDPR 法规要求严格，用户数据必须存储于欧盟境内，公会 需设立专职数据保护官（DSB）并提交《数据处理协 ...

港股短视频概念股部分走低，快手(01024.HK)跌超3%，哔哩哔哩(09626.HK)跌超2%。 本文源自：金融界AI电报 ...

Core Insights - Dolby Laboratories has partnered with Douyin to bring its acclaimed Dolby Vision experience to a wider audience, enhancing the creative capabilities of content creators globally [1][3] - This collaboration signifies a milestone in Dolby's mission to democratize cutting-edge technology, allowing creators to easily utilize Dolby Vision for storytelling [1][4] Group 1: Partnership Details - The partnership enables iPhone users to share and view Dolby Vision videos through the Douyin app, utilizing built-in editing tools or third-party software like Jianying [3] - Support for additional device types will be rolled out gradually, expanding access to Dolby Vision content [3] Group 2: Impact on Content Creation - Dolby Vision enhances traditional HDR by optimizing color, brightness, and contrast for each frame using dynamic metadata, resulting in a more immersive viewing experience [3] - The technology allows creators to vividly showcase details in various content types, from daily life to artistic expressions, ensuring impactful storytelling across any device and format [3] Group 3: Vision for the Future - Through this collaboration, Dolby aims to transform global entertainment experiences, empowering a new generation of creators to connect, inspire, and share their worlds with richer and more authentic visual narratives [4]

Core Viewpoint - Dolby Laboratories and Douyin have announced a partnership to integrate Dolby Vision into the Douyin platform, enhancing content creation, sharing, and viewing experiences for users [1][3][4] Group 1: Partnership Details - The collaboration allows Douyin to support Dolby Vision on iOS devices, enabling users to watch Dolby Vision videos directly through the Douyin app and create content using built-in editing tools or third-party software [3] - Douyin plans to expand support for more device types, with Android compatibility currently in progress [3] Group 2: Technology and Impact - Dolby Vision is recognized as a benchmark for image quality, utilizing dynamic metadata to optimize color, brightness, and contrast for each frame, capturing details that traditional methods cannot [3] - The partnership aims to lower the barriers for high-quality video creation, shifting the short video content landscape from "modeled imitation" to "personalized visual expression" [3] Group 3: Industry Trends - The short video industry is transitioning from a focus on traffic competition to enhancing content quality and creative experience, making image quality upgrades a significant trend [3] - The collaboration is expected to provide creators with richer expressive capabilities and improve user viewing experiences [3][4]

短视频平台上，众多"AI魔改"的影视片段逐渐涌现，如诸葛亮用英文纵横辩场、《甄嬛传》里的妃嫔们 唱起当下热门歌曲等，虽然口型精准、台词贴合，却让这些经典角色穿越次元、言行颠覆。为整治"AI 魔改"视频传播乱象，国家广播电视总局自2026年1月1日起，在全国范围内开展为期一个月的专项治 理。 本次专项治理重点清理基于四大名著、历史题材、革命题材、英模人物等电视剧作品进行"AI魔改"的下 列视频：严重违背原作精神内核和角色形象，颠覆基本认知，解构普遍共识；内容渲染血腥暴力、猎奇 低俗，宣扬错误价值观，违背公序良俗；存在对中华文化挪用、篡改的突出问题，导致对真实历史时 空、中华文明标识产生明显错位认知，冲击文化认同。专项治理同步清理将少年儿童所熟知、喜爱的动 画形象进行改编生成的各类邪典动画。 "截取经典影视作品片段并通过AI技术进行修改，侵权风险极高，因为直接使用影视片段属于复制行 为，未经权利人许可即构成侵权。"盈科（上海）律师事务所数智化建设委员会副主任李悦表示，利用 AI对影视作品进行修改属于改编行为，未经授权会侵犯改编权。对演员的形象或表演内容进行修改， 可能进一步侵犯表演者权或肖像权，从而加重侵权风险。 ...

作者 | 王小娟 编辑 | 周智宇 快手又现核心高管变动。 12月30日，有消息称，快手科技副总裁、基础大模型及推荐模型负责人周国睿即将离职。据了解，周国 睿的内部系统状态已显示为"休假"，个人签名改为"Log Out"。截至发稿前，快手官方还未对该事件做 出回应。 在AI技术高管频繁离职的同时，快手平台的技术防线也面临严峻考验。 在快手2025年Q1财报电话会上，公司创始人兼首席执行官程一笑将AI明确为公司的 "第二增长曲线"。 而当前，周国睿的离职触动了市场对快手AI战略连续性的敏感神经。 周国睿在快手的四年任职期，正是快手AI战略从萌芽到全面推进的关键阶段。作为北京邮电大学模式 识别实验室的硕士毕业生，他曾在阿里妈妈事业部担任高级算法专家，专注于深度学习在广告排序中的 应用。 2021年加入快手后，周国睿迅速成为公司AI技术革新，尤其是推荐系统优化的核心人物。 他最具标志性的贡献是主导研发了生成式端到端推荐架构OneRec。这一系统颠覆了传统推荐系统采用 多阶段拼接的"级联"架构，通过统一建模与链路压缩，实现了"更大模型、更低成本"的突破。 据公开信息，该系统将服务成本降至原系统的1/10，并已在短视频 ...