Meta 为 WhatsApp 商业版添 AI 功能 亚马逊推出新 AI 基础模型提升机器人性能 【AI 产业跟踪-海外】德国 TNG 推出产业研究中心 DeepSeek 变体模型,DeepSWE 开源 AIAgent < 摘要:产业最新趋势跟踪,点评产业最新风向 O AI 行业资讯 载尔向 CoreWeave 交付首批英伟达 GB300 NVL72 系统 Meta 成立超级智能实验室 智 AI 应用资讯 谷歌推出 Veo 3 视频生成模型 法国 Kyutai 开源文本转语音模型 Kyutai TTS Gemini 2.5 Pro API 免费额度升级 谷歌发布 Gemini 教育版 | 2 登记编号 | S0880524040001 | | --- | --- | | 5 | 刘峰(研究助理) | | S | 021-38676666 | | 登记编号 | S0880124060013 | Claude Code 推出 Hooks 功能 Q AI 大模型资讯 德国 TNG 推出 DeepSeek 变体模型 R1T2 智谱开源 GLM-4.1V-Thinking DeepSWE 开源 AIAgent 谷歌开源 ...

证券研究报告 | 2025年07月07日 传媒互联网周报 优于大市 持续看好游戏板块机会，关注暑期档及 AI 应用板块机会 传媒板块本周表现：行业上涨 2.39%，跑赢沪深 300，跑赢创业板指。本周 （6.30-7.6）传媒行业上涨 2.39%，跑赢沪深 300（1.54%），跑赢创业 板指（1.50%）。其中涨幅靠前的分别为吉比特、巨人网络、神州泰岳、 三七互娱等，跌幅靠前的分别为慈文传媒、三维通信、博纳影业、元隆 雅图等。横向比较来看，本周传媒板块在所有板块中涨跌幅排名第 6 位。 重点关注：苹果调整欧盟应用商店规则，国内外 AI 模型及应用持续快速迭 代。1）苹果调整欧盟应用商店规则，以顺应《数字市场法案》新要求，为 开发者开辟更为广阔的空间；2）近日，微信支付正式推出了 MCP 功能，允 许 AI 在与用户互动时直接进行支付，为 AI 商业化铺平道路；3）近日， MiniMax 正式推出了全球首个开源大规模混合架构推理模型—— MiniMax-M1，在全球开源模型评测中排名第二；4)谷歌于近日宣布推出全新 AI 工具套件 Gemini for Education，面向所有使用该平台的学校免费开放， ...

1、 Meta官宣研发AI聊天机器人Project Omni 近日，Meta正式官宣正在研发"Project Omni"项目，致力打造一批能主动与用户互动的AI聊天机器人，为 用户提供更多情绪价值，提升使用黏性与互动频率。据悉，这些AI机器人可在用户未主动开启对话时，依 据历史聊天记录主动发起交流。比如用户曾询问音乐见解，AI后续可能主动询问是否需要音乐推荐，若用 户未回复则不再继续发消息。另据Business Insider爆料，该项目上线尚需时日。其AI模型训练数据来自A lignerr，机器人支持多样化人设，能生成不同风格对话，还可接入第三方，充当提醒消息类机器人使用。 2、 谷歌推出全新AI工具套件Gemini for Education 近日，谷歌正式发布面向全球教育领域的全新AI工具套件Gemini for Education，并推出免费版本，助力 高效学习与教学。据悉，该产品专为教育场景定制，集成Gemini 1.5 Pro大模型，有文本生成、理解及编 程辅助等强大能力。教师可借此快速准备材料、设计考题，学生能获得个性化学习建议与作业辅导。它分 免费版和付费版（Gemini Education ...

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]