Core Insights - JD's 618 shopping festival in 2025 saw over 100% year-on-year growth in the number of users placing orders, with total orders exceeding 2.2 billion [2] - AI-related products experienced significant sales growth, with AI laptops up 151%, AI tablets up 149%, and AI learning hardware up 120% [2] - The use of AI models increased by 130% compared to the previous year's Double Eleven event, with over 14,000 AI agents operating internally [2][3] AI Applications and Developments - JD has been utilizing AI technology since 2012, evolving from traditional methods to advanced NLP and deep learning techniques, achieving over 90% accuracy in AI applications [5] - The company aims to serve over 50,000 brand merchants with AI digital humans by the end of 2025, focusing on making AI technology more accessible [3] - JD's AI applications span retail, logistics, health, and industrial sectors, enhancing operational efficiency and reducing costs [6][7] Performance Metrics - During the 618 event, JD's AI-driven operations improved conversion rates in live streaming by 30%, with AI digital humans costing only one-tenth of human hosts [11] - The AI customer service system handled over 2.5 billion inquiries during the event, showcasing the scale of AI integration in customer interactions [11] - JD's logistics operations utilized AI models over 1.3 billion times, benefiting more than 500,000 frontline logistics employees [11] Future Directions - JD is exploring "embodied intelligence" technologies, integrating AI models with various hardware to enhance user interaction [12] - The company is focused on developing AGI through three main directions: large language models, multimodal capabilities, and embodied intelligence [12] - JD's industrial AI model, JoyIndustrial, aims for significant cost reductions in supply chain management, achieving a 99.3% reduction in technical costs [11]

「 问一问 」的入口设计也格外直观。在用户输入关键词后，系统引导点击右上角的"问一问"标签，再进入聚合榜单页，进一步提供了卡片化内容与图文 对比。此外，该功能还鼓励内容裂变传播，用户可以一键分享榜单，这不仅有助于用户将信息传递给他人，也提升了平台内容的曝光密度和传播效率。从 用户体验角度来说，它已经从"搜内容"升级为"搜答案"的路径。 更重要的是，这一功能背后的逻辑， 是将小红书多年积累的海量笔记、商品讨论、真实评价进行系统挖掘与再组织，用AI能力将零散内容总结为可供参 考的"轻百科"式回答。这种融合内容社群与工具产品的趋势，标志着小红书正逐步向"搜索+社区+AI"的三位一体信息平台转型。 用户不再仅仅是浏览 者，而是在搜索中获得知识，在消费中形成共识。这一演进，对于平台提升商业转化、强化用户粘性、吸引品牌入驻，具有非常明显的战略意义。 图片来源：小红书 公开信息显示，小红书全新升级的 AI 搜索功能「问一问」正式亮相。该功能面向两类核心场景：一是针对客观问题（如"苹果热量"），提供基于事实和 数据的准确答案；二是面对复杂决策（如"盒马必买推荐"），则依托社区用户的真实经验，为用户总结出可信赖的参考建议。 本 ...

Core Insights - Xiaohongshu has recently open-sourced its first self-developed large model, dots.llm1, through platforms like Github and Hugging Face [2][9] - The model has been trained using 11.2 trillion high-quality tokens, significantly outperforming the open-source TxT360 data [5] - Xiaohongshu's valuation has surged from $20 billion to $26 billion as of March 2023, surpassing the market values of companies like Bilibili and Zhihu [9] Model Performance - Dots.llm1 features a mixture of experts (MoE) model with 142 billion parameters, activating only 14 billion during inference to reduce costs while maintaining performance [3][5] - In various benchmarks, dots.llm1 shows competitive performance against Alibaba's Qwen models, particularly excelling in Chinese language tasks [7][8] - The model achieved a score of 92.6 on CLUEWSC and 92.2 on C-Eval, indicating industry-leading performance in Chinese semantic understanding [7] Training Efficiency - The hi lab team has implemented advanced training techniques, achieving a 14% improvement in forward computation and a 6.68% improvement in backward computation compared to NVIDIA's Transformer Engine [5] - Future plans include integrating more efficient architectural designs and exploring sparse MoE layers to enhance computational efficiency [10] Strategic Direction - Xiaohongshu is shifting focus from being merely a content community and live e-commerce platform to actively developing AI technologies, particularly large language models [9][10] - The company aims to deepen its understanding of optimal training data and explore methods to achieve human-like learning efficiency [11]

近日，美团正式宣布参与今年的618活动。新玩家的加入让这个原本属于电商大促的节日也热闹了起 来。走过近20年的618早已成为平台、商家与消费者们的"习惯"。只是，更长的大促周期、变幻莫测的 补贴机制、烦了又烦的预售，无不在考验大众的耐心与积极性，使得这个行至中场的节日，从未像今天 一般需要新活力。 而今年的618相比往年确实有了新变化：消费者变得更理性，市场环境也在悄然变化，这些都预示着新 的玩法和趋势正在浮现。 速度革命：即时零售从"可选项"蜕变为"必选项" 今年618一个新的玩法首先就是"小时达"不再是锦上添花的便利，而已然成为消费体验的基线要求。从 深夜急用的退烧贴，到聚会前临时起意的冷藏啤酒，再到急需更换的手机充电线，即时零售正以前所未 有的广度与深度渗透日常生活的毛细血管。 各大电商巨头纷纷加大对即时零售的投入，与线下商超、便利店、品牌专卖店深度合作。消费者在急需 某个商品时，不再需要等待数小时或数天，而是可以像点外卖一样，在APP上下单，便能享受商品一小 时到家门口的便捷体验。 即时零售成为电商领域增长最快的赛道之一，并将在未来的购物体验中占据越来越重要的位置。未来， 即时零售将进一步细化服务颗粒 ...

Group 1: DeepSeek Model Updates - The new DeepSeek R1 model has optimized its performance to reduce "hallucination" rates by 45%-50% in tasks such as rewriting, summarization, and reading comprehension [1][3] - The updated R1 model has achieved top scores in various benchmark tests, indicating significant improvements in deep thinking capabilities and creative writing [3] Group 2: Nvidia Financial Performance - Nvidia reported Q1 2026 revenue of $44.1 billion, a 69% year-over-year increase, with net profit reaching $18.8 billion, up 26% [2] - The data center business generated $39.1 billion in revenue, reflecting a 73% year-over-year growth [2] - Nvidia anticipates an $8 billion revenue loss in Q2 due to U.S. export restrictions on H20 chips to China [2] Group 3: AI in Academia - Intology's AI scientist Zochi had a paper accepted at the prestigious ACL conference, marking the first time an AI-generated paper passed peer review at this level [4] - Zochi's paper scored 4 points, placing it in the top 8.2% of all submissions, highlighting the rapid advancement of AI in academic research [4] Group 4: Kuaishou's AI Revenue Growth - Kuaishou reported Q1 2025 revenue of 32.6 billion yuan, a 10.9% year-over-year increase, with adjusted net profit of 4.58 billion yuan [5] - Kuaishou's Keling AI generated over 150 million yuan in revenue during the quarter, with a user base exceeding 22 million [5] Group 5: Quark Health Model Achievement - Quark's health model successfully passed the national deputy chief physician qualification exam, becoming the first AI model to achieve this milestone in a serious medical context [8] - The model utilizes extensive high-quality data and multi-stage training strategies to enhance its clinical reasoning capabilities [8] Group 6: Storage Product Price Increases - Recent data indicates significant price increases for various DDR4 products, with some experiencing up to a 50% rise within a month [11][12] - The price hikes are attributed to manufacturers halting production and market speculation, as they shift focus to more advanced memory technologies [12] Group 7: Investment in Intelligent Robotics - Shanghai State-owned Capital Investment Company led a new round of investment in Zhiyuan Robotics, marking a significant milestone in the embodied intelligence sector [12][13] - Zhiyuan Robotics has achieved rapid production of humanoid robots, with a factory capable of producing over a thousand units [13]

Group 1 - The core viewpoint of the article highlights the dual nature of celebrity endorsements in brand marketing, where they can drive sales but also pose significant risks to brand reputation [1] - The brand endorsement market is expected to grow in 2024, with 1,222 brands announcing endorsements, an 11% increase from the previous year [2] - Top-tier celebrities are commanding endorsement fees exceeding 10 million yuan, equivalent to the annual net profit of many small to medium-sized enterprises [2] Group 2 - The case of the brand Perlayah, which saw a significant increase in exposure and interaction after announcing a partnership with celebrity Yi Yang Qianxi, illustrates the potential for immediate sales impact through celebrity endorsements [2][4] - The gum category has shown a remarkable sales growth rate of 38.89% in 2024, indicating a strong market performance [5] - The top three brands in the gum market, Stride, Green Arrow, and Yida, have increased their market share from 88% in 2023 to 92% in 2024, with each brand's growth rate exceeding 20% [6] Group 3 - The endorsement of the youth group "Times Youth" by Stride led to a 23.6% increase in sales after the announcement, demonstrating the strong influence of celebrity endorsements on consumer purchasing decisions [8] - Stride's market share surged by 8.7 percentage points in April, significantly outperforming a competing brand that saw a decline [10] - The social media engagement from the youth demographic contributed 72% of Stride's brand voice, indicating a successful alignment with the target audience [12] Group 4 - The article discusses the trend of brands utilizing non-human endorsements, such as animals and self-created IPs, to mitigate risks associated with celebrity endorsements [15][30] - The use of virtual digital personas for brand endorsements is on the rise, with examples of successful collaborations with beauty brands [40] - Brands are increasingly adopting multi-dimensional endorsement strategies to diversify risk and maximize brand communication effectiveness [51]

传媒行业在 2025 年的整体趋势和发展脉络是什么？ 2025 年传媒行业的整体趋势可以归纳为三个关键词：IP、AI 和出海。首先， IP 及其衍生品市场在消费情绪带动下表现亮眼，尤其是春节档期间《哪吒》的 成功，为后续衍生品市场奠定了良好基础。中国供应链的成熟也使得各方参与 到 IP 衍生产品生产中更加便利，头部公司表现靓丽。今年卡牌赛道备受关注， 相关上市流程进入积极阶段。球视微平台点名文创动漫及 IP 衍生品领域的发展， 通过内容迭代与创新拓展应用场景与商业价值。 其次是 AI，从早期发展到今年 的 deep fake 技术以及持续应用赛道的出现，在传媒领域主要体现在游戏上的 应用。例如腾讯发布了混元游戏视觉生成平台，以及灵瞳视觉模型等 AI 视频模 型和 AI 玩具等细分赛道，这些都为游戏赛道添加了很大的便利性。 最后是出 海，以游戏为代表的产品在海外表现优异，例如世纪华通旗下点点互动游戏以 长视频平台：4 月长视频平台播放表现平淡，爱奇艺、优芒等平台月活 用户数环比下跌。芒果超媒重点发展会员规模，加大重点剧集投入，长 期高质量发展可期，但短期内容投入摊销影响利润增长。关注暑期档头 部综艺和剧集上线及 ...

"优师基金"的帮扶是公益起点，灵均投资表示，希望以AI科技为动力，赋能教育、回馈社会，推动乡村 教育发展，助力教育强国战略。为此，2024年11月，点富科技正式成立，专注于AI智能体技术研发与 应用。 5月11日，灵均投资联合北京师范大学、点富科技发起"点点同行，乡乡同兴—AI点亮乡村振兴"的公益 行动。 此次行动特邀奥运冠军张雨霏担任公益大使，北师大提供学术资源支持，量化私募灵均投资与点富科技 负责技术研发与平台搭建，旨在携手全国832个脱贫县，以AI为桥梁，为乡村链接顶尖资源，打造县域 特色产业振兴示范样本，构建智能化发展新范式。 据了解，本次行动依托能对话、能科普的"点点名片"，通过智能化互动、多维度传播与资源链接，实现 AI科技为脱贫县的振兴服务。首批参与行动的脱贫县，其农特产品、非遗文化、旅游资源等被融入张 雨霏的AI名片。用户通过文字、图片、视频查看，或与名片进行语音对话互动，便能实时了解县域相 关信息。 灵均投资董事长、点富科技创始人蔡枚杰表示，希望未来每一个普通人，都能拥有各类专家的智慧陪伴 和超级工具的高效助力，从而减轻工作与生活的压力。 据悉，运用于该次行动的AI名片内置了学习、健康、心理 ...

证券代码：002602 证券简称：ST 华通 浙江世纪华通集团股份有限公司 投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关 | □媒体采访 □业绩说明会 | | | | 系活动类 | □新闻发布会 □路演活动 | | | | 别 | | | | | | □现场参观 | | | | | √其他（投资者交流会） | | | | | WT Management、安信基金、白犀资产、倍嵘资本、常春藤、大朴资 | Asset | | | | 产、淡水泉、东北证券、东方财富证券、东方红、东方证券、东吴证券、方 | | | | | 正证券、非马投资、广发证券、国联民生证券、国泰海通证券、国泰基金、 | | | | | 杭银理财、弘毅远方、华安基金、华宝证券、华宸未来、华创证券、华金证 | | | | | 券、华泰柏瑞、华泰证券、华源证券、汇华理财、健顺投资、江苏瑞华、景 | | | | | 顺长城、聚鸣投资、开思基金、凯石基金、利幄基金、弥远投资、宁银理 | | | | | 财、农银汇理、鹏扬基金、平安资产、泉 ...

马上五一了，我也在准备着出去旅游的事，本来在用GPT做着蹩脚的旅游攻略。 结果，昨天，好多人跑来找我，要一个神奇产品的邀请码。 飞猪问一问。 终于，有旅游产品做这个东西了，而且很懂时间点，马上就五一假期了，在今年这个五一小长假之前上线，正好是旅游前做攻略的高峰期。 之前，用AI干旅游攻略，懂的都懂，其实都处于不是特别能用的状态。 比如今年五一假期，我女朋友说，想去泰国玩。 她的需求很简单：想去曼谷，拍照好看海边，想学潜水。 如果我们去问ChatGPT的话，你其实会发现，虽然看着生成了攻略，但是没有任何的屁用。 给我整不会了。 我打开飞猪，才看到，他们偷摸更新了，在左上角放了一个问一问的入口，但是点进去要邀请码，于是我又拜托阿里的朋友，帮我搞了一个邀请码，才 顺利进去。 这个功能，大概就是提出行要求，飞猪的问一问，直接根据你的需求，列出最优解。 说实话，我长舒一口气。 比如第1天安排 ， 下午 ： 参观大皇宫、玉佛寺和郑王庙，感受泰国传统文化。晚上Asiatique河滨夜市。 大哥，你自己看看地图，早上刚从机场落地，入住酒店，下午三个距离不远都一起跑了我就不说啥，你究极特种兵你牛逼，但是你晚上安排去 Asiat ...