可灵AI数字人功能

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港股早参丨英伟达豪掷50亿美元入股英特尔;快手可灵AI推出全新数字人功能
Mei Ri Jing Ji Xin Wen· 2025-09-19 01:22
Market Overview - On September 18, Hong Kong's three major indices experienced a pullback, with the Hang Seng Index down 1.35% to 26,544.85 points, the Hang Seng Tech Index down 0.99% to 6,271.22 points, and the National Enterprises Index down 1.46% to 9,456.52 points. The tech sector saw a decline, while the semiconductor and robotics industries performed well, with Hua Hong Semiconductor rising over 8.5% and SMIC up over 2.5% [1] Southbound Capital - On September 18, southbound funds recorded a net inflow of HKD 62.88 billion, with Meituan, Alibaba, and Pop Mart receiving net purchases of HKD 14.12 billion, HKD 12.1 billion, and HKD 12.07 billion, respectively. Year-to-date, the cumulative net inflow of southbound funds has reached HKD 1,099.89 billion, significantly surpassing last year's total [2] U.S. Market Performance - U.S. stock indices reached new closing highs, with the Dow Jones up 0.27%, the S&P 500 up 0.48%, and the Nasdaq up 0.94%. Notable gains were seen in Caterpillar and NVIDIA, both rising over 3%. However, many Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index down 1.79% [3] Key Developments 1. NVIDIA announced a USD 5 billion investment in Intel, purchasing shares at USD 23.28 each, a 6.5% discount to Intel's previous closing price [4] 2. At Huawei's Connect 2025 event, the company unveiled its Ascend chip roadmap, planning three series of chips through 2028, including the Ascend 950 series [4] 3. Kuaishou's Keling AI launched a new digital human feature, allowing users to create 1080p/48FPS videos from images and text or audio [4] Short Selling Data - On September 18, a total of 641 Hong Kong stocks were short-sold, with a total short-selling amount of HKD 37.879 billion. Alibaba, Baidu, and Tencent had the highest short-selling amounts, at HKD 47.94 billion, HKD 25.6 billion, and HKD 23.06 billion, respectively [5] Institutional Insights - Zheshang Securities highlighted the rapid development of AI applications in Hong Kong's internet sector, suggesting that the sector is at a historical low in valuation. The firm recommends focusing on leading internet companies with AI advancements, such as Alibaba, Baidu, and Tencent, as well as vertical application companies like Kuaishou and Meitu [6] Hong Kong ETFs - The Hong Kong Consumption ETF (513230) focuses on e-commerce and new consumption sectors, while the Hang Seng Tech Index ETF (513180) includes core AI assets and leading tech companies [7][8]
硅基流动上线蚂蚁集团Ling-flash-2模型;可灵AI将上线全新数字人功能丨AIGC日报
创业邦· 2025-09-19 00:08
Group 1 - The Ling-flash-2 model by Ant Group's Silica Flow platform supports a maximum context length of 128K, with pricing set at 1 RMB per million tokens for input and 4 RMB per million tokens for output [2] - CoreWeave plans to invest £1.5 billion in the UK to expand AI data center capacity, bringing its total investment in the UK over the past year to £2.5 billion, aiming to create one of the largest and most efficient AI data centers in Europe in collaboration with DataVita [2] - The DeepResearch model by Tongyi, with only 30 billion parameters (3 billion activated), has been officially open-sourced and achieved state-of-the-art results on multiple authoritative evaluation sets [2] - Keling AI is launching a new digital human feature that generates 1080p/48FPS videos of up to one minute in length from a character image and a text or audio input, utilizing advanced multimodal understanding and video generation models [2]
可灵AI推出全新数字人功能;微盟集团获国际长线投资2亿美元|未来商业早参
Mei Ri Jing Ji Xin Wen· 2025-09-18 23:14
Group 1: Express Delivery Industry - In August 2025, the express delivery business volume reached 16.15 billion pieces, with a year-on-year growth of 12.3% [1] - The express delivery revenue for August 2025 was 118.96 billion yuan, reflecting a year-on-year increase of 4.2% [1] - Cumulatively, from January to August 2025, the express delivery revenue totaled 958.37 billion yuan, up 9.2% year-on-year, while the total business volume reached 128.2 billion pieces, marking a 17.8% increase [1] Group 2: Weimob Group - Weimob Group successfully raised 200 million USD through a subscription agreement with Infini Capital, an international long-term investment institution [2] - The funds raised will primarily be used for investment and research in AI, as well as for international expansion [2] - This capital injection is expected to optimize Weimob's shareholder structure and enhance its strategic positioning in the AI sector [2] Group 3: Keling AI - Keling AI launched a new digital human feature that allows users to create 1080p/48FPS digital human videos up to one minute long using a character image and a text or audio input [3] - The technology integrates multimodal understanding with video generation models, achieving precise lip-syncing and emotional action control [3] - The application prospects for digital human technology are broad, with potential uses in entertainment, education, customer service, and personalized marketing solutions [3]