文 | 策看世界 "文艺复兴"这个词在1855年为法国历史学家儒勒·米什莱首次提出，用以概括16世纪时"对世界与人类的探索" —— 维基百科 这当中引爆UGC创造力的是大脚怪自拍系列，也不知道是谁起的头，在爆款力量的加持下，几天内各种口音、毛发、颜色、宠物的大脚怪层出不穷。我个 人关注了一位有独特"人设"、爱搞笑的大脚怪，他还有个名字"Speedilla"。 大脚怪经济学 大脚怪Speedilla的故事从德国开始，他的创造者马哈茂德是一位来自叙利亚的移民，在工作之余，他会构思一些喜剧作品，他发现用AI生成的大脚怪vlog既 可以作为艺术表达，也可能成为谋生手段。 "Speedilla，他是我内心的一部分"，马哈茂德在解释这个角色时说道。"我试图建立某种黑暗，讽刺的喜剧。" 在Speedilla的虚拟世界里，搞笑是视频内容的 表象，而对现实的讽刺则是其内核。大脚怪和美女搭讪被拒绝，随后把她做成了烤肉，这样一条20秒的内容有几十万人为其点赞——这是一群与马哈茂德共 情的群体对当下主流文化的禁忌比了个中指。 算法的新宠儿 2025年5月20日，谷歌在其年度开发者大会上发布了最新的视频生成模型Veo 3，几周内在Ti ...

Group 1 - BOC Aviation (BOCA) delivered 13 aircraft in 2Q25, maintaining flat year-over-year (YoY) and increasing two quarter-over-quarter (QoQ), with a total of 24 aircraft delivered in 1H25, which is an increase of six YoY and four half-over-half (HoH) [1] - The firm’s self-owned fleet grew to 441 aircraft by the end of 1H25, up 12 YoY and six HoH, while the order book increased to 351, reflecting a growth of 132 YoY and 119 HoH [1] - Aircraft lease rates are trending upward, with the Airbus A320NEO lease rate rising approximately 6% YoY as of February 2025, supporting high-priced contract execution and potentially lifting gross lease rental yields [2] Group 2 - The firm sold 14 self-owned aircraft in 2Q25, an increase of three YoY and 10 QoQ, with a total of 18 self-owned aircraft sold in 1H25, also up three YoY [3] - The market value of the firm’s self-owned fleet exceeded book value by 15% as of the end of 2024, indicating that steady aircraft disposals could improve fleet quality and realize asset premiums [3] Group 3 - The firm has a higher exposure to floating-rate liabilities (27% at end-2024), making it more sensitive to interest rate cuts compared to leasing peers, with historical share price movements closely tied to US Treasury yields and interest rate cut expectations [5] - In previous periods of rising interest rate cut expectations, the firm’s share price increased by 18.7% from its trough to peak in November 2023 and climbed 26.2% by July 2024, suggesting potential short-term catalysts for share price [5] Group 4 - Improved aircraft deliveries are expected to drive up gross lease rental yields, while overseas interest rate cuts may lower financing costs, leading to a steady recovery in the firm’s return on equity (ROE) [6] - The firm’s historical average valuation has shown a strong correlation with its ROE, indicating that ROE expansion could provide room for a steady rise in valuation [6]

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Core Viewpoint - Jasper Therapeutics, Inc. is under investigation for potential securities fraud and unlawful business practices following a significant drop in stock price due to issues related to a drug product lot in a clinical study [1][2]. Group 1: Company Overview - Jasper Therapeutics, Inc. is publicly traded on NASDAQ under the ticker symbol JSPR [1]. - The company recently reported updated data from its BEACON Phase 1b/2a study of briquilimab, which is intended for adult participants with chronic spontaneous urticaria (CSU) [2]. Group 2: Recent Developments - On July 7, 2025, Jasper announced that results from certain dose cohorts of its clinical study were confounded by issues with a specific drug product lot, affecting 10 out of 13 patients in those cohorts [2]. - Following this announcement, Jasper's stock price plummeted by $3.73 per share, representing a 55.1% decrease, closing at $3.04 per share on the same day [2]. Group 3: Legal Context - Pomerantz LLP is investigating claims on behalf of Jasper investors, focusing on potential securities fraud and misconduct by the company and its officers or directors [1]. - The Pomerantz Firm has a long history in corporate and securities class litigation, having recovered significant damages for victims of securities fraud [3].

未经许可，不得转载或者引用。 投资要点 华为汽车业务核心竞争力来源于【华为价值观：以客户为中心+以奋斗者为本+以价值为 纲】。 区别于其他车企，华为汽车业务是依托于其ICT领域的技术底座，而且从方法论角度华为是具 备三大体系化能力【IPD（研发）+ISC（供应链）+IPMS（营销与销售）】。这些能力的构建 是华为以通信行业起家经历了"从模仿创新到引领创新"的蜕变，而且从通信到手机业务的成功 复制。 华为在汽车行业的定位我们认为是"帮助车企造好车、卖好车"。 智选模式和HI模式我 们认为最终都是殊途同归，借助华为强大的技术底座能力去赋能中国车企做大做强。 复盘总结2020-2025年华为汽车业务：智选模式发展好于HI模式。 背后原因在于过去5年汽车接受智能手机方法论洗礼的阶段（或理解为降维打击），智选模式 华为与合作伙伴（以赛力斯为代表）的效率是最高，且成功抓住了汽车高端市场的发展契机。 而智选模式内部的差异来源于：越高端市场对原创新要求越高，颠覆外资品牌难度系数越大， 或需要更多时间的沉淀。 展望2025-2030年华为汽车业务：打造算力-算法-数据的商业闭环。 未来5年汽车是智能化时代，智能汽车不是简单的智 ...

不圆 发自 凹非寺 量子位 | 公众号 QbitAI Gemini也接入 图片转视频 功能了！还是 带声音 那种！ 官方给出来的示例是开盒子出现各种东西，音效还挺丰富的。 秉承着严谨踏实的求真精神（咳咳），咱今天就要来实测一下这个新功能，看看它到底…… 好不好玩。 耶！惊喜盒子！ 盒子里装什么都可以吗？ 不是盒子可以吗？ 这个音效是怎么决定的？ 我还能用它做点啥？ 不得不说我看到最后那个真的没忍住笑…… 看起来挺有意思，不过我有点想问： 打开盒子，揭示一个仓鼠在小小的厨房里做饭 不得不说开盒确实是一个很能体现效果的尝试，毕竟你永远也不知道盒子里是个什么状态。 礼盒也是盒，其实我主要想看看Gemini能不能把蝴蝶结给解开。 结果它非常简单粗暴地直接拿下来了啊喂！ （你说是吧，薛定谔） 既然Gemini官方把它用来示例的指令都给出来了，咱不用白不用，找个盒子看看有啥不同。 我从那些指令里挑了几个，顺便试试看，是不是什么盒子都行 （宝箱怪哦耶） 。 不过好歹它还知道拿下来，而且仓鼠很可爱，嗯，勉强原谅吧。 生成的时间大概一分钟吧，挺快的。 以上是咱的纯主观评分啊，后面出现的评分也是，不代表任何官方意见哈（叠甲叠甲） ...

论文作者团队简介：本文第一作者周鑫，共同第一作者梁定康，均为华中科技大学博士生，导师为白翔教授。合作者包括华中科技大学陈楷锦、冯天瑞、林鸿 凯，旷视科技陈习武、丁宜康、谭飞杨和香港大学赵恒爽助理教授。 在 HunyuanVideo 上， EasyCache 在复杂场景下保持与原视频的一致外观，同时显著加速 1. 研究背景与动机 近年来，随着扩散模型（Diffusion Models）和扩散 Transformer（DiT）在视频生成领域的广泛应用，AI 合成视频的质量和连贯性有了飞跃式提升。像 OpenAI Sora、HunyuanVideo、Wan2.1 等大模型，已经能够生成结构清晰、细节丰富且高度连贯的长视频内容，为数字内容创作、虚拟世界和多媒体娱乐带来了巨大变 革。 但与此同时，推理慢、算力消耗高的问题也日益突出。以 HunyuanVideo 为例，生成一个 5 秒、720P 分辨率的视频，单次推理在单张 H20 上需要 2 小时。这种高 昂的资源代价，极大限制了扩散视频生成技术在实时互动、移动端和大规模生产场景的应用落地。 造成这一瓶颈的核心原因，是扩散模型在生成过程中需要多次迭代去噪，每一步都要进 ...

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RT Google (@Google)Veo 3 in the @GeminiApp can turn your favorite photos into 8-second videos with sound. 🖼️ ➡️ 📹It’s available now to Google AI Ultra and Pro subscribers. Learn more → https://t.co/ZDDioJ4NeO https://t.co/EoG8SOPkuc ...

Core Viewpoint - Delta Air Lines is addressing aircraft shortages by dismantling engines from new Airbus jets in Europe and shipping them to the U.S. tax-free to reactivate grounded planes [1][3]. Group 1: Aircraft Shortage Solutions - Delta Air Lines has been removing engines from its new Airbus A321neo aircraft in Europe and shipping them to the U.S. to resolve aircraft shortages [1]. - The airline has grounded some older A320neo series planes due to issues with their original engines [1]. Group 2: Trade and Tariff Implications - The inability to import new aircraft is partly due to a 10% tariff on European-made planes, a consequence of trade tensions initiated by former President Trump [1]. - Delta's CEO Ed Bastian confirmed that the airline is transporting a "small number" of new engines and intends to continue this practice to avoid tariffs [3]. - Earlier this year, Delta Air Lines transported new Airbus long-haul aircraft via Japan to circumvent import costs [3].