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X @Demis Hassabis
Demis Hassabis· 2026-02-19 00:07
RT Google (@Google)Meet Lyria 3, our latest music generation model from @GoogleDeepMind. 🎶Now, you can create custom music tracks in the @GeminiApp — just by describing an idea or uploading an image or video. ...
开源晨会 0206:晨会纪要-20260206
KAIYUAN SECURITIES· 2026-02-06 02:30
Group 1: Food and Beverage Industry - The recent strong rally in the liquor sector is driven by a combination of macro policies, valuation adjustments, and fundamental factors, rather than a single catalyst [4][8][9] - Optimized real estate policies and supportive domestic demand measures have effectively boosted market expectations for consumption recovery [8][9] - The valuation of the liquor sector has returned to historical lows, with public fund holdings in the sector dropping to 2.9% in Q4 2025, indicating a clearer and more reasonable chip structure [8][9] - The strong performance of leading companies like Kweichow Moutai in terms of pricing and sales has confirmed the resilience of terminal demand in the liquor market [8][9] Group 2: Retail and Cosmetics Industry - The medical beauty and cosmetics sectors have shown significant growth, with notable stock performances in January, such as Four Seasons Medicine (+28.5%) and 壹网壹创 (+50.8%) [6][26][27] - Medical beauty company Giant Bio received approval for a new product, showcasing its R&D strength and market potential [27] - 美丽田园 has announced positive earnings forecasts, reflecting strong operational resilience and growth potential through strategic acquisitions and store expansions [27][30] Group 3: Semiconductor Materials Industry - The sputtering target market is expected to grow significantly, with projections indicating a global market size of 25.1 billion yuan by 2027 for semiconductor sputtering targets [15] - The supply side is dominated by overseas giants, but domestic manufacturers are transitioning from being mere substitutes to becoming global competitors [17][18] - Price increases in sputtering materials are anticipated due to rising metal costs, with major clients likely to accept these price hikes [16][18] Group 4: Cloud Computing and AI Industry - Google Cloud's revenue for Q4 2025 reached $17.7 billion, a 48% year-on-year increase, exceeding analyst expectations [20][21] - Capital expenditures for Google reached $27.9 billion in Q4 2025, a 95% increase year-on-year, with projections for 2026 capital expenditures between $175 billion and $185 billion [20][21] - Meta and Microsoft also reported strong revenue growth, driven by AI efficiencies, with Meta's Q4 revenue at $59.893 billion, a 24% increase [21][22]
X @Demis Hassabis
Demis Hassabis· 2026-01-29 06:59
RT Josh Woodward (@joshwoodward)🇮🇳 Good morning India! A lot of you asked for full-length mock JEE Main tests in @GeminiApp at no cost - done! Good luck on your prep!Last week, SAT. This week, JEE.What other global exams would be most helpful? https://t.co/0qgQFhFJum ...
X @Demis Hassabis
Demis Hassabis· 2026-01-22 00:15
RT Google (@Google)We’re launching full-length, on demand practice exams for standardized tests in @GeminiApp, starting with the SAT, available now at no cost.Practice SATs are grounded in rigorously vetted content in partnership with @ThePrincetonRev, and Gemini will provide immediate feedback highlighting where you excelled and where you might need to study more.To try it out, tell Gemini, “I want to take a practice SAT test.” ...
X @Demis Hassabis
Demis Hassabis· 2026-01-19 03:51
One of my favourite use cases !DCinvestor (@DCinvestor):Google @GeminiApp being able to summarize and analyze YouTube content is a bit of a game changer ...
X @Demis Hassabis
Demis Hassabis· 2026-01-14 00:37
We’ve made lots of improvements with Veo 3.1! It’s more expressive, supports portrait mode and SOTA video upscaling to 1080p and 4K. Rolling out starting today - try it in the @GeminiApp (for plus/pro/ultra users) and @FlowbyGoogle - enjoy!Google DeepMind (@GoogleDeepMind):We’re updating Veo 3.1 Ingredients to Video to help create more expressive and dynamic clips, produce better visual consistency and more. 📽️Here’s what’s new 🧵 https://t.co/kkA12EAd9I ...
X @Demis Hassabis
Demis Hassabis· 2026-01-14 00:32
RT Josh Woodward (@joshwoodward)Crossed 1 billion images Nano Banana Pro images in @GeminiApp! The pro community is moving fast. This model has been out for 53 days.Come for the potassium, stay for more. :) https://t.co/DvPoitI3i9 ...
X @Demis Hassabis
Demis Hassabis· 2025-12-20 06:39
RT NotebookLM (@NotebookLM)NotebookLM 🤝 @GeminiAppYou can now upload Notebooks directly into the GeminiApp. This is great for:— Combining multiple Notebooks— Generating images or apps inspired from your Notebooks— Building on top of existing Notebooks with online research— And more!Try it today! https://t.co/8CUhNTa08Z ...
X @Demis Hassabis
Demis Hassabis· 2025-12-17 18:17
RT Josh Woodward (@joshwoodward)In @GeminiApp this is what you're working with now:Fast = 3 FlashThinking = 3 Flash (with thinking)Pro = 3 Pro (with thinking)Our best line-up yet! https://t.co/DgDlgNdbCI ...
X @Demis Hassabis
Demis Hassabis· 2025-12-15 18:00
RT Josh Woodward (@joshwoodward)You're a power user on @GeminiApp. What else do you want to see?Top known requests: MacOS app, Projects, and Branching Chats. ...