真故研究室 . 真问题，更商业 背后是20万个提示词。 作者/龚正 编辑/脸叔 来源/真故研究室 (ID：zhengulab) 部 分 网 友 对 AI 做 的 视 频 ， 认 知 和 接 受 度 仅 限 于 两 年 前 风 靡 网 络 的 " 甄 嬛 吃 汉 堡 " ， 作 为 一种片段式的鬼畜文化来猎奇娱乐。 最近，在B站上出现了一个长达近7分钟的"纯AI综艺"，讲全世界6位厨师如何把灭绝了 6 5 0 0 万 年 的 远 古 沧 龙 做 成 6 道 菜 ， 收 获 了 7 0 0 多 万 点 击 。 有 人 压 根 没 看 出 来 这 是 AI 做 的，还以为是美国烹饪竞技真人秀《地狱厨房》出了续集。 以下文章来源于真故研究室 ，作者龚正 这部AI综艺对行业内最大的启发是：加入了作者主体性的AI长视频内容，是否会成为 各平台UP主和创作达人，一个升级版的内容赛道。在这之前，据说有5 0 %的网友对AI 做的内容是"排斥的"。 科技综艺，骗过700万网友 沧 龙 是 一 种 海 生 爬 行 动 物 ， 有 " 史 前 水 生 蜥 蜴 " 之 称 ， 有 时 候 凶 残 起 来 连 同 伴 也 吃 进 肚 ...

Core Insights - The article discusses the emergence of AI-generated long-form content, particularly in the form of a cooking competition show titled "Making Six Dishes from the Ancient Mosasaur," which has garnered over 7 million views on Bilibili, indicating a growing acceptance of AI in content creation [7][45]. Group 1: AI Content Creation - The AI variety show features chefs from six countries competing with dishes made from a fictional ancient creature, showcasing the potential for AI to create engaging content that can captivate audiences [9][45]. - The creator of the show, a Bilibili user known as @ Huangpujiang Salmon, dedicated significant time and effort to produce the AI-generated content, highlighting the need for high-level AI skills to create quality material [14][21]. Group 2: Audience Reception - The audience's reaction to the AI show is diverse, with groups ranging from those who enjoy finding flaws in AI-generated content to those who are surprised by the quality and creativity of the production [17][19]. - A significant portion of viewers, over 90%, expressed amazement at the quality of the AI-generated show, indicating a shift in perception towards AI content [17]. Group 3: Production Techniques - The creator utilized a collaborative approach between human creativity and AI capabilities, emphasizing the importance of maintaining the creator's vision while leveraging AI for execution [25][26]. - The production involved writing approximately 200,000 prompts to guide the AI in generating content, demonstrating the complexity and effort required to achieve high-quality results [20][28]. Group 4: Industry Trends - The article notes a trend towards AI-generated content in various formats, including music and podcasts, suggesting a potential explosion of AI content across platforms like Bilibili and Kuaishou [51]. - The increasing availability of AI tools is raising the bar for content creators, necessitating a blend of technical skills and creative vision to succeed in the evolving landscape of AI-generated media [47][48].

Core Insights - The emergence of AI-generated long-form content, exemplified by the show "Making Six Dishes from the Ancient Sea Dragon," indicates a potential shift in audience perception and acceptance of AI in creative industries [1][25][29] Group 1: AI Content Creation - The AI variety show has garnered over 7 million views, showcasing the potential for AI to create engaging content that can be mistaken for traditional media [1][2] - The show features chefs from six countries competing with dishes made from the ancient sea dragon, highlighting the creative possibilities of AI in culinary storytelling [2][4] - The creator, known as @黄浦江三文鱼, utilized AI tools extensively, demonstrating the need for high-level AI skills to produce quality content [9][22] Group 2: Audience Reception - Audience reactions to the AI show are diverse, with groups categorized as "Bug Finders," "Deceived Viewers," "Amazed Spectators," and "Converted Users," reflecting varying levels of acceptance and engagement with AI-generated content [6][7] - The show has successfully converted some viewers who were initially resistant to AI content, indicating a shift in audience attitudes [7][25] Group 3: Creative Process and Tools - The creator emphasized the importance of maintaining creative control while leveraging AI, suggesting a collaborative approach between human creativity and AI capabilities [11][13][24] - A significant amount of effort was put into crafting over 200,000 prompts to guide the AI in generating content, showcasing the complexity of the creative process [8][16][18] - The use of multiple AI tools, each with specific strengths, was crucial for achieving the desired quality and consistency in the final product [19][22] Group 4: Industry Trends - The trend of AI-generated content is gaining momentum, with platforms like Bilibili witnessing an increase in AI-driven projects, indicating a broader acceptance of AI in the creative landscape [25][29] - The competitive landscape for creators is evolving, with a growing emphasis on mastering various AI tools and techniques to produce high-quality content [26][27] - The potential for AI content to become a distinct category within media platforms suggests a significant shift in how content is created and consumed in the future [29][30]

Core Insights - The 32nd China International Advertising Festival and the 34th Asian Advertising Conference focused on the theme "Intelligent Advertising New Chapter: China on Stage, Asia in Sync," emphasizing the role of technology in transforming the advertising industry [1] Group 1: AIGC Technology and Marketing - AIGC technology is profoundly changing the marketing industry, with Baidu's "Steam Engine" video generation model allowing high-quality ad creation from just an image and prompt [1] - The "Steam Engine" model features breakthroughs in video generation, including complex camera movements and realistic audio-visual integration, enabling the creation of high-quality videos [1] - The model employs "streaming generation" technology, overcoming previous limitations on video length, making long video creation accessible to everyone [1][2] Group 2: Product Matrix and Collaboration - Baidu has developed a product matrix leveraging the "Steam Engine," including the B-end "Steering" platform and the C-end "Imagination" platform, facilitating personalized content production for businesses and creators [2] - The company aims to collaborate with industry partners to unlock unlimited possibilities in creative content production [2] Group 3: Enhancing Marketing Ecosystem - The integration of technology across the advertising ecosystem is essential for maximizing marketing value, with all parties—advertisers, creative agencies, and media platforms—playing their roles effectively [3] - AI is seen as a tool to liberate creative roles rather than replace them, allowing creative personnel to focus on strategy and innovation [3] Group 4: Content Ecosystem Development - The "Steam Engine" was developed to enhance Baidu's mobile ecosystem, particularly in enriching video content and attracting more creators [4] - Continuous improvement of the content ecosystem is crucial for meeting marketing goals and enhancing user engagement within Baidu's platform [4] Group 5: Competitive Advantages - The "Steam Engine" focuses on three differentiated capabilities: integrated audio-video generation, long video creation, and future interactive video generation [5] - The competitive landscape in video generation is intense, with no clear leader, emphasizing the need for a combination of technology, product, and engaging user experiences to achieve a competitive edge [6]

Investment Rating - The report maintains a "Buy" recommendation for leading internet companies with stable performance and strong AI application layouts, such as Tencent Holdings, Pop Mart, Kuaishou, NetEase, Bilibili, and Meitu [1][5]. Core Insights - The internet industry is experiencing rapid iterations of large models, with significant advancements in AI applications. The report emphasizes the importance of companies that are well-positioned in this space [1]. - Bilibili has launched its Double Eleven promotional campaign, which previously showed a nearly 60% new customer acquisition rate during the 618 shopping festival, indicating strong growth potential [5][8]. - Baidu's video generation model has achieved a breakthrough in real-time interactive long video generation, marking a significant step towards practical AI video creation [5][8]. - The report highlights the importance of AI-driven tools and models in enhancing user engagement and operational efficiency across various platforms [5][10]. Summary by Sections Important Announcements and News - Kuaishou announced the grant of 6,567,269 restricted stock units under its 2023 incentive plan [2][8]. - Bilibili's Double Eleven campaign aims to leverage partnerships with Alibaba and JD.com for enhanced data integration and marketing effectiveness [5][8]. - Baidu's upgraded video generation model can now produce longer, coherent videos with real-time user interaction capabilities [5][8]. Market Performance Review - The overall market performance from October 13 to October 19 shows declines across major indices, with the Hang Seng Internet Technology Index down 6.27% and the Shanghai Composite Index down 1.47% [11][16]. - Notable declines in stock prices include Tencent Holdings down 6.68% and Kuaishou down 13.05% during the same period [16][17]. Core Recommendations and Rationale - The report recommends focusing on Tencent Holdings due to its strong performance in gaming and social networking, with a Q2 revenue of 592 billion yuan, reflecting a 22% year-on-year increase [19][20]. - Kuaishou is highlighted for its innovative user engagement strategies and significant growth in e-commerce GMV, achieving a 17.6% year-on-year increase [20].

Core Viewpoint - The rapid evolution of AI video applications, particularly following the release of OpenAI's Sora 2, has prompted major Chinese tech companies, including Baidu, to pivot towards developing their own AI video models despite initial hesitations [1][4][24] Group 1: Industry Dynamics - The launch of Sora 2 has ignited competition among major players in the AI video space, with companies like Baidu and Google quickly promoting their own models [2][3] - Prior to Sora's release, Chinese tech giants were focused on catching up with GPT-4 rather than developing their own video generation models, reflecting a broader industry anxiety about capabilities [10][12] - The competitive landscape has shifted significantly, with over 20 video AI models now available in the Chinese market, indicating a rapid increase in development and deployment [12] Group 2: Technological Advancements - Sora distinguishes itself by achieving a level of realism in video generation that adheres to physical rules, setting a new standard for detail and authenticity in AI-generated content [5][9] - The evolution of video AI models is characterized by improvements in video quality and user editing capabilities, enhancing the overall user experience [15][16] - The integration of real-time audio generation in AI video tools addresses previous limitations, allowing for more dynamic and engaging content creation [16] Group 3: Market Opportunities - The potential for monetization in AI video applications is becoming clearer, with Sora 2 showcasing capabilities that could attract a large user base and create new revenue streams [18][22] - The user-friendly design of Sora 2 encourages widespread adoption, with features that allow for easy video creation and personalization, positioning it as a competitive platform in the market [22][24] - The success of platforms like TikTok suggests that the AI video market may consolidate around a few dominant players, intensifying competition as companies strive to establish themselves as leaders [24]

Core Insights - The article highlights the recent advancements in Baidu's AI capabilities, particularly focusing on the comprehensive upgrades to its AI assistant, Wenxin, and the introduction of new features in AI video generation [3][4][10]. Baidu's AI Upgrades - Baidu has launched eight new multimodal creative capabilities, including the ability to generate long videos in real-time, marking a significant upgrade from previous models [3][4]. - The Wenxin assistant has improved its speed and intelligence, being five times faster than competitors while maintaining lower operational costs [11][34]. - The assistant now offers a wide range of functionalities, including real-time responses for travel queries and 24/7 AI medical consultations [12][13]. User Engagement and Features - Wenxin assistant is designed to be a personal AI partner, capable of handling complex tasks like market analysis and homework assistance [14][15]. - It supports various creative outputs, including long videos, images, and music, making AI creation accessible to everyday users [16][19]. - The assistant can generate videos with over 30 special effects and allows users to interactively modify video content in real-time [21][29]. Market Position and Strategy - Baidu's AI search capabilities are ranked first in the industry based on user scale and technical ability, with daily AIGC generation exceeding ten million [4][6]. - The company emphasizes rapid execution and continuous iteration of its AI models to maintain a competitive edge in a saturated market [34][36]. - Baidu's strategy includes a dual focus on both B2B and B2C markets, leveraging its extensive product ecosystem to enhance AI offerings [36][39]. Future Developments - Baidu plans to launch an AI podcast feature by the end of October and continues to develop interactive digital personas for deeper user engagement [24][26]. - The company aims to refine its AI ecosystem further, ensuring a comprehensive range of services that meet diverse user needs [40][41].

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which experienced a slight decline of 0.07% in early trading, indicating a mixed market sentiment among its constituent stocks [1] - Among the 30 constituent stocks, 7 saw gains while 23 experienced declines, showcasing significant differentiation within the AI computing and smart hardware sectors [1] - Baidu announced an upgrade to its video generation model, "Baidu Steam Engine," which now allows for real-time interactive generation of long videos, surpassing the limitations of traditional AI video generation [1] Group 2 - Dongwu Securities' research report emphasizes China's focus on low-cost, cross-industry applications of artificial intelligence, aiming for comprehensive empowerment by 2030 through "AI+" integration into research and industry [2] - In contrast, the U.S. is concentrating on pushing the limits of general artificial intelligence (AGI), with current challenges faced after setbacks with GPT-5 [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Core Insights - OpenAI launched its latest video generation application, Sora 2, on October 1, marking a new phase in the global video generation sector [1] - Baidu announced an upgrade to its video generation model, Baidu Steam Engine, on October 15, introducing real-time interactive long video generation capabilities [2] - The competition in the video generation market is intensifying, with companies focusing on execution speed and product ecosystem development rather than just technological superiority [7][8] Group 1: Product Features and Innovations - The upgraded Baidu Steam Engine model allows for both image-to-video and video-to-video generation, enabling users to control video content in real-time [5] - The Steam Engine model theoretically supports unlimited video length generation, although practical limits are set based on user application scenarios [5] - Baidu's new features include interactive digital humans and an open-world dynamic construction capability, aiming to transform human-media interaction and content consumption [5] Group 2: Pricing and Market Positioning - Baidu's Steam Engine is priced at 2.5 yuan per second for the Turbo version, with a promotional rate of 1.4 yuan for 5 seconds [2] - In comparison, Sora 2's API starts at $0.1 per second, with additional costs for ChatGPT Plus or Pro memberships for end users [3] - Baidu's pricing strategy remains unchanged, reflecting a careful consideration of engineering optimization and generation costs [2] Group 3: Competitive Landscape - Google launched its video generation model, Veo 3.1, on the same day as the Steam Engine upgrade, featuring enhancements in audio output and editing control [6] - The video generation market is characterized by a lack of absolute technological advantage, with companies competing on execution and speed [7] - The importance of productization and ecosystem building in the video generation market is increasingly recognized [8] Group 4: Broader Implications and Future Directions - Baidu's Steam Engine aims to reshape content consumption from passive reception to collaborative creation, potentially leading to new artistic forms and business ecosystems [5] - The integration of various creative tools in Baidu's Wenxin Assistant allows for multi-modal content creation, enhancing user engagement and creativity [10] - The introduction of an open real-time interactive digital human agent by Baidu signifies a move towards more personalized and professional user interactions [10]

Core Insights - Baidu has completed a significant upgrade to its search engine, focusing on AIGC (Artificial Intelligence Generated Content) capabilities and introducing new interactive features [1][2] - The company claims to lead the AI search industry in user scale and technical capabilities, as per recent data from Omdia and QuestMobile [1] - The latest version of the Baidu App has been upgraded from 15.31.1 to 15.31.5, enhancing user experience and functionality [1] Group 1: AIGC Capabilities - The upgraded Wenxin Assistant can generate long videos based on a short input, automating the entire creative process from story design to soundtracks [2] - Features include "one-sentence song writing," MV production, and over 30 special effect templates, with plans to introduce music digital avatars [2] - The open real-time interactive digital human agent allows users to engage in 1v1 conversations with digital avatars of certified experts in various fields [2][3] Group 2: User Engagement and Market Position - Baidu's AI monthly active user base reached 329 million, showing a 3.4% quarter-over-quarter growth, leading the AI search market [4] - Competitors like Douyin and WeChat follow in user engagement, with growth rates of 3.3% and 1.9% respectively [4] - The report emphasizes the importance of identifying underutilized vertical scenarios for growth in the competitive AI search landscape [4]