一段39秒的黑白视频片段，这两天在X上爆火。 画面中，马斯克与印度金融科技巨头Zerodha的创始人尼基尔·卡马斯（Nikhil Kamath）相对而坐。 两人手中握着SpaceX的马克杯，眼神交汇，然后爆发出一阵几乎同步的笑声。 如果是五年前，这只是一次普通的商业会晤预告。 马斯克的一段真实访谈视频在全网引发AI伪造的质疑，这荒诞一幕恰恰印证了他关于「人类逐渐NPC化」的激进预言。在《GTA6》等游戏角 色即将拥有「意志」的同时，现实中的人类却困在算法与思维定势的「对话树」中。这场真假难辨的闹剧迫使我们重新审视那个细思极恐的命 题：在这个「死互联网」时代，我们是否真的活在一个巨大的模拟游戏中？ 但在今天，当这段视频在卡马斯的播客频道「WTF is?」放出时，互联网的第一反应却极其整齐划一且令人背脊发凉：「这是AI生成的吗？」 | Starcommander + . 2 @Starcommander10 . 11月28日 | | | | | | | --- | --- | --- | --- | --- | --- | | ls this Al? 这是AI吗? | | | | | | | 07 | 17 | ...

Core Viewpoint - The report from Jefferies indicates that Kingsoft Corporation (03888) reported weaker-than-expected revenue and adjusted operating profit for the second quarter, primarily due to underperformance in online gaming, partially offset by the performance of its office software business [1] Group 1: Financial Performance - Kingsoft's second-quarter revenue and adjusted operating profit fell short of expectations [1] - The underperformance in online gaming was a significant factor in the disappointing results [1] Group 2: Business Segments - The management highlighted that the new game "Mecha BREAK" did not meet expectations and may require more time for optimization [1] - In the office software segment, targeted strategies are being implemented to meet user and enterprise needs [1] Group 3: Analyst Rating and Price Target - Jefferies maintains a "Buy" rating for Kingsoft Corporation [1] - Due to the weak gaming performance, Jefferies has lowered the target price from HKD 42.8 to HKD 40 [1]

Core Viewpoint - Jefferies reported that Kingsoft's Q2 revenue and adjusted operating profit fell short of expectations, primarily due to weaker-than-expected performance in online gaming, partially offset by the performance of the office software business [1] Group 1: Financial Performance - Kingsoft's Q2 revenue and adjusted operating profit were below expectations [1] - The underperformance was mainly attributed to the online gaming segment [1] Group 2: Business Segments - The new game "Mecha BREAK" did not meet expectations and may require more time for optimization [1] - The office software segment is implementing targeted strategies to meet user and enterprise needs [1] Group 3: Analyst Rating and Price Target - Jefferies maintains a "Buy" rating for Kingsoft [1] - The target price has been lowered from HKD 42.8 to HKD 40 due to the weaker gaming performance [1]