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腾讯研究院AI速递 20250704
腾讯研究院· 2025-07-03 15:31
Group 1 - Google, Nvidia, and seven other institutions have launched the world's first AI-native UGC game engine, Mirage, which can generate game content in real-time through natural language commands [1] - Mirage supports a smooth experience at 16 FPS, allowing for 5-10 minutes of continuous gameplay, with graphics quality comparable to GTA and Forza [1] - The core technology is based on a "world model" created using Transformer and diffusion models, trained on extensive gaming data to enable dynamic interaction and real-time control [1] Group 2 - Zhiyuan Research Institute has released OmniGen2, a unified image generation model that supports text-to-image, image editing, and theme-driven image generation [2] - The model introduces an innovative image generation reflection mechanism, significantly enhancing context understanding, instruction adherence, and image generation quality [2] - OmniGen2 has an open research experience version, with model weights, training code, and training data fully open-sourced, achieving over 2000 stars on GitHub within a week [2] Group 3 - Google has announced the free provision of the Gemini AI tool suite to global educators, deeply integrated into Google Classroom and ChromeOS [3] - Gemini in Classroom includes over 30 AI tools that can automatically generate lesson plans, classroom activities, and quiz questions, saving teachers preparation time [3] - New AI tools like NotebookLM and Gems, along with data analysis features, aim to create personalized learning experiences and data-driven teaching [3] Group 4 - Xingliu Agent is a multifunctional AI creation platform that can complete various creative tasks such as batch emoji generation, brand VI design, video generation, and 3D modeling through natural language commands [4][5] - Key features include high-quality content generation in bulk, Kontext intelligent image editing, and full media workflow support, establishing a new design paradigm of "Vibe designing" [5] - The platform offers free experience credits and supports diverse creative outputs, shifting the designer's role from "mastering technology" to "understanding needs and expressing creativity" [5] Group 5 - Tencent Yuanbao has introduced a new feature that supports AI-based image and video content search, allowing intelligent matching of content without restrictions on model usage [6] - The results can intelligently reference related video tutorials, facilitating a combination of text and video explanations, with one-click access to watch the videos [6] - Users can continue to ask follow-up questions after receiving initial answers, enhancing the interactive experience [6] Group 6 - The Xie Saineng team has released the Blender Fusion framework, enabling precise control of 3D scenes without relying on text prompts [7] - The core technology involves a three-step process: separating objects and scenes using the SAM model, editing in Blender, and generating high-quality composite images with a diffusion model [7] - The system employs a dual-stream diffusion synthesizer to enhance generalization and realism through techniques like source occlusion and simulated object jitter [7] Group 7 - xAI is set to release the new Grok 4 series, including the flagship Grok 4 and the specialized programming model Grok 4 Code, with a launch expected after the U.S. National Day [8] - Grok 4 features a context window of 130,000 tokens, supports function calls, structured outputs, and reasoning capabilities, but currently lacks visual and image generation functions [8] - Elon Musk aims for Grok 4 to rewrite the human knowledge base, filling in missing information and correcting errors, while Grok 4 Code will serve as a professional programming assistant [8] Group 8 - The U.S. Department of Commerce has lifted temporary bans on the three major EDA companies, Siemens, Synopsys, and Cadence, allowing full access to their software and technology for Chinese customers [11] - Previously, a sudden export restriction led to a significant drop in stock prices, with Synopsys predicting a 28% year-on-year decline in revenue from the China region [11] - The domestic EDA industry faces challenges regarding maturity and market share, as chip design companies prefer using more mature foreign products to ensure successful tape-out [11] Group 9 - The World Economic Forum's "2025 Global Future of Jobs Report" indicates that AI and machine learning specialists will be the fastest-growing occupations, with an expected growth of 86% in job numbers [12] - AI is set to reshape the global labor market, with data analytics, cybersecurity, and technical literacy emerging as the three fastest-growing skills, while traditional roles like data entry clerks and administrative assistants face declining demand [12] - Approximately 39% of employees' skills are expected to change significantly between 2025 and 2030, yet only 50% of employees have received systematic training, with 63% of employers viewing skill gaps as the biggest obstacle to business transformation [12]
谢赛宁团队新作:不用提示词精准实现3D画面控制
量子位· 2025-07-03 04:26
henry 发自 凹非寺 量子位 | 公众号 QbitAI 曾几何时,用文字生成图像已经变得像用笔作画一样稀松平常。 但你有没有想过拖动方向键来控制画面? 像这样,拖动方向键(或用鼠标拖动滑块)让画面里的物体左右移动: 还能旋转角度: 缩放大小: 这一神奇操作就来自于谢赛宁团队新发布的 Blender Fusion框架, 通过结合图形工具 (Blender) 与扩散模型,让视觉合成不再仅仅依赖 文本提示,实现了精准的画面控制与灵活操作。 图像合成三步走 BlenderFusion "按键生图" 的 核心并不在于模型自身的创新,而在于其对现有技术(分割、深度估计、Blender渲染、扩散模型)的高效 组合 ,打通了一套新的Pipeline 。 这套Pipeline包含三个步骤: 先将物体和场景分离 → 再用Blender做3D编辑 → 最后用扩散模型生成高质量合成图像。 接下来看看每一步都是怎么做的吧! 第一步: 以物体为中心的分层。(Object-centric Layering) 第一步是将输入的图像或视频中的各个物体从原有的场景中分离,并推断出它们的三维信息。 具体来说,BlenderFusion利用现有 ...
Newell Brands (NWL) 2025 Conference Transcript
2025-06-04 07:30
Summary of Newell Brands Conference Call Company Overview - Newell Brands is a $7.6 billion company with approximately $900 million in trailing twelve-month EBITDA [4][46] - The company operates 25 brands that account for 90% of sales, with 62% of revenue generated in the US and 38% internationally [4][5] Core Business Segments - Newell's portfolio is divided into three segments: Home and Commercial, Learning and Development, and Outdoor and Recreation [5] - Key brands include Rubbermaid, Graco, Coleman, Sharpie, Papermate, Yankee Candle, and Oster [5] Strategic Initiatives - A new corporate strategy was implemented in February 2023, focusing on capability assessment and operational improvements [6][46] - The strategy aims to enhance consumer understanding, innovation, brand building, and retail expertise [9][10] - Significant changes included a consumer-first global brand management organization and a centralized operating model [11][12] Financial Performance - Gross margins have improved for seven consecutive quarters, reaching 34.4%, a 610 basis point increase [47][48] - The company has seen strong operating cash flow and expects continued value creation [46][47] - Normalized EBITDA growth of over 15% was reported, with a trailing twelve-month EBITDA of $900 million [59] Market Trends and Consumer Insights - Core sales trends have improved, particularly in the Learning and Development segment and international markets, which have shown positive growth for five consecutive quarters [46][47] - The company aims to grow faster than market growth by focusing on innovation and targeting higher-income consumers [66][67] Supply Chain and Operational Efficiency - Newell has reduced its supplier base by approximately 45% since 2020, aiming for further reductions to improve procurement efficiency [51][52] - The global fill rate exceeded 95%, the highest in the company's history, with a significant reduction in customer penalties and shortages [53][54] - The company has invested over $2 billion in capital to automate its 42 manufacturing plants, improving efficiency [42][49] Innovation and Product Development - New product launches include innovations in the Sharpie and Rubbermaid brands, with a focus on higher price point segments [25][34][35] - The company is actively pursuing new market segments, such as wet erase markers and premium candles, to drive growth [27][34] Future Outlook - Newell Brands is positioned for continued growth with a focus on operational excellence, innovation, and market share expansion [46][62] - The company plans to maintain a dividend payout ratio of 30-35% while pursuing high-return internal growth opportunities [61] Additional Insights - The company has resumed purchases from China, particularly in the baby gear sector, while also gaining traction in tariff-advantaged categories [70][71] - Retailers are increasingly shifting towards US manufacturing to mitigate supply chain risks, which Newell is leveraging in its sales strategy [71]
三维场景搭建,可视化新维度
Sou Hu Cai Jing· 2025-06-03 06:15
在工业互联网快速发展的当下,传统二维界面已难以满足复杂工业场景的呈现与管理需求,三维场景搭 建凭借其强大的可视化能力,成为工业数字化转型的重要技术支撑。 三维场景搭建离不开一系列关键技术。建模技术是搭建的基础,细分之下有多边形建模、曲面建模等多 种方式。多边形建模通过拼接大量三角形面来构建物体形状,常用于创建结构相对规整的工业设备;曲 面建模则能生成光滑、连续的表面,适合塑造流线型或复杂曲面的工业产品。纹理映射技术给模型赋予 逼真的材质与细节,像是给金属设备贴上带有磨损痕迹的纹理,让模型更贴近真实。动画技术则为静态 模型注入动态活力,通过设置关键帧、骨骼绑定等操作,模拟工业设备的运转、物料的传输过程。此 外,虚拟现实(VR)与增强现实(AR)技术也与三维场景搭建深度融合,用户戴上 VR 设备,就能 "走进" 工业场景,身临其境般进行设备巡检、操作培训等工作。 软件工具,助力高效搭建 市面上的三维场景搭建软件种类丰富,各有专长。3ds Max 是一款功能全面的综合性软件,在工业产品 建模、动画制作方面表现出色,许多工业设计师用它设计新产品原型,模拟产品在实际场景中的形态与 功能。Maya 同样是行业内广泛使用的 ...
美的20年老兵徐旻锋离职,去年连辞12家美的系公司职务
Nan Fang Du Shi Bao· 2025-05-16 11:57
近日有消息称,美的生活电器事业部发生业务调整和人事"剧变"现象,包括2022年3月任职美的生活电 器事业部总裁的徐旻锋已经离职。对此消息,多位美的集团内部人士表示,徐旻锋早在去年9月时已经 离职,并非近期发生。目前许平平接任美的生活电器事业部总裁一职。 徐旻锋 家电行业分析师刘步尘告诉南都湾财社记者,目前,美的正在启动新一轮改革,这轮改革的特征是精减 人员与精简产品线同步进行,这是美的应对目前市场环境的重要举措。 值得一提的是,自2002年以来,美的生活电器事业部已先后经过了多次人事调整,其中黄健、甄少强、 李国林、傅蔚等均是前总裁。 徐旻锋去年11月陆续卸任12家公司职务 公开资料显示,徐旻锋毕业于华南理工大学高分子材料专业,毕业后即加入美的集团开启职业生涯。其 至今已在美的工作二十余年。在美的任职期间,徐旻锋经历了多次重要职位变动,他为集团史上最年轻 车间主任,并曾历任厨房电器事业部与热水器事业部总裁等重要管理岗位。2022年3月,美的集团通过 内部任命文件宣布,徐旻锋正式出任生活电器事业部总裁一职。 5月16日,多位美的集团内部人士表示,徐旻锋早在去年9月时已经离职,并非近期发生。 天眼查App显示,徐 ...
卖到美国加关税?转回内销打一折
Sou Hu Cai Jing· 2025-05-07 02:27
#换个角度看世界#风起了。 不是塞外的风沙,是商场里的喧闹。货,回来了。带着远方的气息,也带着一道无形的伤痕。它们曾想跨越重洋,去往一个金 色的彼岸。一道高墙,突然拔地而起。去路,断了。 于是它们转头,像历尽风霜的旅人,回到了故乡的街头。这里,没有那堵高墙。只有一张张好奇又惊 喜的脸。 近日,在某市举办的出口商品展销会上,气氛热烈得像是久别重逢。那些本该摆放在异国货架上的小家电、家居用品、甚至是一些精致的服装, 如今堆满了展位。价格?低得让人不敢相信。一折,两折,仿佛它们急着褪去那层远行的"身价"。 一位顾客拿起一个搅拌机,看了看标签,又看了看价格,低声自语:"这个牌子,我同事在美国买过,贵多了。"他眼中闪烁着光,像是发现了一块遗落的金 子。这就是结果,简单,直接:外面的路不通,家里的门打开了,而且还送上了折扣。 这像什么?就像一个武功盖世的侠客,本打算去闯荡江湖,结果半路遇到一座刀枪不入的山,只能回家练内功,顺便把手里多余的兵器便宜卖了。 我个人认为,这件事是如此发生,并非偶然: 一:是那道因某些力量而加高的"墙",直接改变了货物的命运轨迹。它们被阻断,无法按照既定路线前行,只能寻找新的出路。 二:是中国庞 ...
Hamilton Beach(HBB) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:32
Hamilton Beach Brands Company (HBB) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Company Participants Brendon Frey - PartnerR. Scott Tidey - President & CEOSally Cunningham - Senior VP, CFO & TreasurerAdam Bradley - Founder & CIO Operator Thank you for standing by. At this time, I would like to welcome everyone to today's Hamilton Beach Brands First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there ...
Hamilton Beach(HBB) - 2025 Q1 - Earnings Call Transcript
2025-04-30 20:30
Hamilton Beach Brands Company (HBB) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Thank you for standing by. At this time, I would like to welcome everyone to today's Hamilton Beach Brands First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a Q and A session. So without further ado, I would like to turn the call over to Brendan Frey, partner with ICR. Brendan, you have the floor. ...
Whirlpool (WHR) - 2025 Q1 - Earnings Call Transcript
2025-04-24 15:29
Scott Cartwright Good morning, and welcome to Whirlpool Corporation's first quarter 2025 earnings call. Today's call is being recorded. Joining me today are Marc Bitzer, our Chairman and Chief Executive Officer, and Jim Peters, our Chief Financial and Administrative Officer. Our remarks today track with the presentation available on the Investors section of our website at whirlpoolcorp.com. Before we begin, I want to remind you that as we conduct this call, we will be making forward-looking statements to as ...
喝点VC|a16z华裔合伙人:MCP正重塑AI Agent生态,有望成为AI与工具交互的默认接口
Z Potentials· 2025-03-29 03:57
图片来源: Andreessen Horowitz Z Highlights: Yoko Li 是风投公司 Andreessen Horowitz ( a16z )的合伙人,专注于开发者工具、基础设施与人工智能领域,是推动 AI 原生工具生态的重要推动者之一。 自从OpenAI于2023年推出Function Calling功能以来,我一直在思考,如何才能真正激活一个agent与工具协同运作的生态系统。随着基础模型变得越来越智 能,Agent与外部工具、数据和API的交互却日益碎片化:开发者需要为每一个系统单独编写特定的业务逻辑,才能让agent正常运行和集成。 很明显,我们迫切需要一个统一的标准接口(interface),来规范执行、数据获取和工具调用的方式。 API曾是互联网时代的重要桥梁,为软件之间的通信 建立了通用语言,而AI模型领域目前还缺乏类似的标准。 2024年11月推出的MCP(Model Context Protocol)在开发者(developer)和AI社区中快速引起关注,并有可能成为解决方案。 在这篇文章中,我们将介绍 什么是MCP,它如何改变AI与工具的交互方式,开发者已经基于它构建 ...