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国泰海通:Grok-4引领AI进阶 云服务商和数据中心运营商将直接受益
智通财经网· 2025-07-13 22:38
Core Insights - xAI's Grok 4 has achieved a significant breakthrough in reasoning and computational capabilities, surpassing previous models by over ten times in pre-training and reasoning computation, with a training scale reaching a hundred times that of Grok-2 [2] - Despite its advancements, Grok 4 still has notable shortcomings in multimodal capabilities, particularly in image understanding and generation, which require substantial improvement to reach human-level audiovisual perception and interaction [1][4] Group 1: Performance and Capabilities - Grok 4 has demonstrated revolutionary progress in solving real-world problems, with voice functionality achieving double the response speed and halved latency, significantly enhancing user experience compared to competitors [3] - In the Vending-Bench test, Grok 4 generated a net asset value of 4694.15, more than double that of the second-place Claude Opus 4, validating its long-term strategic execution capabilities [3] - Grok 4's performance in the human-level evaluation (HLE) reached 45%, twice that of the previous leading AI, Gemini 2.5pro, showcasing its superior academic capabilities [2] Group 2: Future Developments - The next generation of Grok will focus on breakthroughs in video generation technology, aiming to create an AI video creation closed loop through end-to-end training on pixel input-output [4] - Plans are in place to launch a 3D resource auto-generation system integrated with Unreal Engine next year, aimed at empowering the gaming and film industries [4] - The ultimate goal is to develop a super-intelligent entity that combines deep thinking, real-time response, and multimodal collaboration, fundamentally reshaping human-machine collaboration paradigms [4]