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GPT-5之后的变化,Open“转型”:AI模型发布不再那么重要了
Hua Er Jie Jian Wen· 2025-08-17 06:51
在最新一代大模型GPT-5未能延续辉煌之后,OpenAI正在向外界传递一个明确的信号:这家AI巨头的未 来,已不再仅仅押注于单一模型的迭代。 在GPT-5发布一周后举行的一场记者晚宴上,OpenAI首席执行官Sam Altman将焦点从讨论新模型的表 现,转向了公司未来的宏大蓝图。与GPT-4发布时技惊四座不同,GPT-5的性能仅被认为与谷歌和 Anthropic等竞争对手相当,未能实现颠覆性突破,其模型风格和切换机制甚至引发了部分用户的不 满。 面对外界对GPT-5的复杂反馈,Altman透露了公司一系列超越ChatGPT的扩张计划。他证实,即将上任 的应用业务CEO Fidji Simo将负责推出多款全新的消费级应用,可能包括备受市场关注的AI浏览器和AI 社交产品。同时,他还确认公司有意投资一家脑机接口初创公司,以此进入由马斯克的Neuralink主导的 赛道。 尽管GPT-5的发布反响平平,但其商业影响却出人意料地强劲。Altman表示,GPT-5上线48小时内,公 司的API流量翻了一番,导致GPU资源被迅速耗尽。这种市场表现与产品口碑之间的矛盾,恰恰揭示了 OpenAI当下的处境:它急于摆脱对明星 ...
X @外汇交易员
外汇交易员· 2025-08-14 03:49
彭博Mark Gurman在最新的文章中写道,苹果正在筹划一项雄心勃勃的计划,将推出包括桌面机器人、带显示器的智能音箱和家庭安全摄像头在内的全新AI设备阵容。正在开发的桌面机器人代号为J595,外形类似于安装在可移动机械臂上的iPad,能够旋转和重新定位以跟随房间内的用户,同时搭载全新Siri,能进行多人会话、全天候互动和回溯过往信息。外汇交易员 (@myfxtrader):彭博苹果记者Mark Gurman称,上周苹果领导层召开了一次全体员工会议,其中人工智能是会议的重点,其中包括 Siri的升级更新 。苹果CEO库克还在会议上表示,自己“从未对产品线感到如此兴奋”,虽然不能透露产品线,但可以说是非常棒,有些产品很快将会面世。 https://t.co/UQ7V3K46RA ...
大摩最新研判:2025 年二季度中国股市成绩单出炉,这些板块最亮眼!
智通财经网· 2025-07-24 10:44
Overall Performance - The second quarter of 2025 shows signs of recovery in the Chinese stock market, with A-shares stabilizing and MSCI China improving [2][3] - As of July 21, 2025, 1,528 A-share companies (30% of total, 25% of total market capitalization) issued earnings forecasts, with a net negative warning rate of -4.8%, an improvement from -18.8% in the previous quarter [2] - The MSCI China index, covering overseas-listed Chinese core assets, reported a net positive warning rate of +6.8%, the highest in four quarters, indicating a rebound in confidence from overseas investors [3] Sector Performance - Strong sectors include financial services, materials, and technology hardware, while consumer services, real estate, and software lag behind [5][6] - Financial services benefit from stable growth policies, materials see gains from commodity price recovery, and technology hardware thrives on innovation [5] - Real estate continues to face pressure due to inventory reduction and financing challenges, while consumer services are affected by slow recovery in domestic demand [5][6] Market Capitalization - Large-cap stocks show stability with a net negative warning rate of -1.4%, indicating strong risk resistance and high earnings certainty [7] - Small-cap stocks have significantly improved, with a net negative warning rate narrowing from -31.1% to -7.4%, reflecting recovery supported by policy and industry revival [7] - Mid-cap stocks perform moderately with a net negative warning rate of -12.7%, showing improvement but still lagging behind large-cap stocks [8] Earnings Forecast Adjustments - Sectors with upward adjustments include technology hardware, consumer staples, and pharmaceuticals, driven by increased orders and stable demand [9] - Sectors facing downward adjustments include semiconductors, utilities, consumer services, and real estate, reflecting cautious market sentiment [9] Investment Recommendations - Morgan Stanley identifies nine stocks to watch, primarily from materials, pharmaceuticals, and technology hardware sectors, based on positive earnings forecasts and analyst ratings [10][11] - Caution is advised for six stocks concentrated in real estate and certain consumer services, reflecting high earnings uncertainty [10][11] Future Outlook - The report suggests focusing on sectors benefiting from policy support, such as finance and infrastructure-related materials, as well as resilient consumer services and technology growth areas [12][13] - The overall recovery remains uneven, and investors are encouraged to prioritize quality stocks with stable earnings and reasonable valuations [13]