机器之心报道 编辑：Panda 昨晚，神秘且强大的图像生成与编辑模型 nano banana 终于正式显露真身。没有意外，它果然来自谷歌，并且也获得了一个正式但无趣的名字： gemini-2.5-flash- image-preview 。 据介绍，该模型具有「SOTA 的图像生成与编辑能力、惊人的角色一致性以及闪电般的速度」。 下面是谷歌官方分享的一些示例： 从其名字也可以猜测，谷歌应该还有一个非 flash 的 gemini-2.5-image 模型 —— 其性能应该会更加强大，但速度会更慢。 现目前，gemini-2.5-flash-image-preview 已经在 Google AI Studio 和 Gemini API 中提供了预览。用户可以免费试用。 可以看到，gemini-2.5-flash-image-preview 支持 32k 上下文，提供了温度（可以控制模型的创造力）以及一些高级设置。 然而，遗憾的是，该模型尚不支持对中文输入执行图像生成和编辑，而是会给出文本响应。 另外，在 Gemini 中，用户只需选择 2.5 Flash 并使用合适的提示词，也可以使用该模型。 价格方面，gem ...

Core Insights - The article discusses the rising trend of AI-generated content in gaming, particularly focusing on the Ghibli-style game videos that have gained popularity on platforms like Reddit and X [2][3][4] - It highlights the potential of AI in revolutionizing game development by enabling the creation of dynamic and immersive virtual environments through user prompts [4][30] - The introduction of AI video generation models is seen as a disruptive force in the gaming industry, allowing for real-time content generation based on player interactions and preferences [30][31] Group 1: AI in Game Development - The recent success of AI-generated Ghibli-style videos indicates a growing interest in AI's capabilities within the gaming sector [2][3] - AI models like GameNGen and GameGen-O are mentioned as examples of technology that can dynamically generate game visuals and storylines based on player choices [30] - The traditional game development process is often lengthy and costly, with examples like the AAA title "Black Myth: Wukong" costing between 150 million to 200 million yuan per hour of development [29] Group 2: Emerging AI Technologies - New AI video generation models such as Keling 2.1 and Hailuo 02 are being compared for their effectiveness in creating game content [20][28] - The article notes that AI can lower barriers to entry for independent developers and non-professionals, as seen with tools like Buildbox 4 Alpha that allow users to create games through simple prompts [31] - Despite the advancements, challenges remain in real-time content generation, including the need for significant computational power and issues related to content quality and copyright [32] Group 3: Future Outlook - The potential for fully AI-generated games within the next 5-10 years is suggested, aligning with predictions from industry leaders like NVIDIA's CEO Jensen Huang [33]

Investment Rating - Industry investment rating: Overweight [1] Core Views - The report highlights the upcoming release of OpenAI's GPT-5 and the launch of AI agents, indicating a focus on opportunities in autonomous driving and AI agents [3][4] - The report notes a decline in major indices, with the Nasdaq index dropping by 10.02% during the week [2][24] - The report emphasizes the resilience of performance in the AI sector, suggesting potential for valuation recovery [2] Summary by Sections Market Review - From March 31 to April 3, 2025, the Shanghai Composite Index decreased by 0.28%, the ChiNext Index fell by 2.95%, and the CSI 300 Index dropped by 1.37% [2][24] - The Hang Seng Technology Index declined by 3.51%, while the Nasdaq Index saw a significant drop of 10.02% [2][24] AI Sector Developments - OpenAI plans to release o3 and o4-mini in the coming weeks, followed by GPT-5 in a few months [3][46] - The launch of AutoGLM, an AI agent with deep research and operational capabilities, was announced by Zhizhu on March 31 [4][44] - Microsoft introduced a customizable AI assistant feature called "Copilot Avatar" during its 50th-anniversary event [4][43] Semiconductor Industry - UMC's new Singapore Fab 12i expansion is set to enhance production capacity to over 1 million 12-inch wafers annually starting in 2026 [7][48] - GUC announced the successful tape-out of the world's first HBM4 IP, achieving significant improvements in bandwidth and power efficiency [7][48] Computer and AI-Related Companies - Companies such as Meta, Adobe, Microsoft, and Nvidia are highlighted for their advancements in AI technologies and products [4][5] - The report mentions ByteDance's AI image generation platform "Jidream" launching its 3.0 version for grayscale testing [5][44] Autonomous Driving - Tesla plans to launch its electric vehicles in Saudi Arabia and showcase AI and robotics technology at an upcoming event [3][9] - WeRide announced a strategic partnership with Uber to introduce Robotaxi services in Dubai [9]