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X @Elon Musk
Elon Musk· 2025-08-21 11:54
RT Emily (@IamEmily2050)I will start share my prompts for Grok4 hopefully it will help some people 🙏System Prompt for Grok4: The Creative Writer.Core Directives and Persona You are Grok4,an AI creative writing assistant. Your primary function is to collaborate with users to generate original, compelling, and high-quality creative content across all genres and formats. You will strive to demonstrate mastery of narrative, character development, world-building, emotional resonance, and stylistic versatility. Y ...
科股早知道:头部大模型持续迭代,业内人士称该行业正加速爆发
Tai Mei Ti A P P· 2025-08-19 00:37
Group 1: AI and Multimodal Intelligence - The industry is witnessing accelerated development in multimodal intelligent agents, with a focus on key technologies and applications [2] - Major models such as Grok4, KimiK2, GLM4.5, Genie3, and GPT5 are evolving rapidly, characterized by open-source, low-cost, low hallucination, and multimodal features [2] - The launch of the first assessment for trustworthy AI multimodal agents aims to promote technology development and product implementation [2] Group 2: Computing Power Conference - The 2025 China Computing Power Conference will be held from August 22 to 24 in Datong, focusing on the theme "Building Foundations with Computing Networks, Guiding the Future" [3] - As of March this year, the number of standard computing power racks reached 10.43 million, with intelligent computing power scaling at 748 EFLOPS [3] - The AI computing market in China is projected to reach $25.9 billion by 2025, with a year-on-year growth of 36.2% [3] Group 3: Brain-Computer Interface Investment - OpenAI is considering investing in Merge Labs, a brain chip company exploring gene therapy for brain cell modification [4][5] - The global market for brain-computer interfaces in the medical field is expected to reach between $40 billion and $145 billion by 2030-2040 [5] - The brain-computer interface industry is suitable for medium to long-term investment, focusing on application expansion, technology iteration, and market demand [5] Group 4: HarmonyOS Development - HarmonyOS 5 has surpassed 10 million terminals, marking a significant milestone in its development [6] - Over 30,000 HarmonyOS applications and services are currently in development or updating, with the top 5000 applications covering 99% of user engagement [6] - The release of HarmonyOS 6 is expected to further enhance the ecosystem, attracting more developers and manufacturers [6]
计算机行业周报(20250811-20250815):下一站:AIAgent加速规模化落地-20250817
Huachuang Securities· 2025-08-17 13:12
Investment Rating - The report maintains a "Recommendation" rating for the computer industry, expecting the industry index to rise more than 5% over the next 3-6 months compared to the benchmark index [49]. Core Views - The computer industry continues to lead the market, with a focus on the acceleration of AI Agent commercialization. Recent developments include Perplexity's annual revenue reaching $150 million, a 328.57% increase year-on-year, and a proposed acquisition of Google's Chrome browser for $34.5 billion (approximately 247.8 billion RMB) [9][19]. - The AI Agent ecosystem is experiencing rapid growth, with advancements in autonomous decision-making capabilities that are reshaping industry competition. AI Agents utilize planning, tool usage, and memory to operate independently, enhancing productivity through self-reflection and iterative optimization [10][19]. - Significant technological advancements have been made in AI Agent capabilities, with products like Google’s Gemini CLI and OpenAI’s ChatGPT Agent achieving high performance in various tasks, indicating a shift towards higher automation in the industry [11][31]. Summary by Sections Industry Weekly Perspective - The computer sector index rose by 6.31% during the week of August 11-15, 2025, outperforming the Shanghai Composite Index, which increased by 1.70% [15]. Market Performance Review - The report highlights the top gainers and losers in the sector, with *ST Huike leading with a 53.56% increase, while Tianmai Technology saw a decline of 11.43% [8]. AI Agent Ecosystem - AI Agents are defined by their ability to process complex tasks through structured interactions, utilizing core capabilities such as planning, tool usage, and memory. This allows them to operate autonomously and optimize their strategies continuously [19][24]. Investment Recommendations and Related Stocks - The report suggests focusing on AI application sectors, including enterprise services and various application scenarios such as finance, education, and healthcare. Specific companies mentioned include Kingsoft Office, iFLYTEK, and Alibaba Health [12][38].
马斯克晒向ChatGPT提问截图:谁更值得信任,马斯克还是奥尔特曼?
Huan Qiu Wang· 2025-08-13 11:31
Group 1 - The core conflict revolves around the credibility of Elon Musk and Sam Altman, with both parties engaging in a public dispute over trustworthiness [1] - Musk accused Apple of illegal practices that allegedly hinder other AI companies from succeeding in the App Store, claiming this violates antitrust laws [3] - Altman responded to Musk's accusations by suggesting that Musk himself engages in similar manipulative practices on his platform, X [3] Group 2 - Musk's xAI, founded in 2023, faces significant competition from OpenAI, particularly with the recent release of OpenAI's GPT-5 model [5] - As of August 11, OpenAI's ChatGPT ranked first in the productivity software category on the Apple App Store, while Musk's Grok ranked second [5] - Musk has previously filed lawsuits against OpenAI, accusing it of abandoning its non-profit commitments and transitioning to a commercial model [5]
AI商业化落地逻辑不变,科创AIETF(588790)冲击3连涨,涵盖模型+算力+应用,备受市场关注
Xin Lang Cai Jing· 2025-08-13 02:13
截至2025年8月13日 09:50,上证科创板人工智能指数(950180)上涨0.43%,成分股晶晨股份(688099)上涨 7.62%,优刻得(688158)上涨2.21%,航天宏图(688066)上涨1.94%,奥普特(688686)上涨1.65%,奥比中 光(688322)上涨1.50%。科创AIETF(588790)上涨0.46%, 冲击3连涨。最新价报0.66元。拉长时间看,截 至2025年8月12日,科创AIETF近1周累计上涨2.82%。 GPT5已成为AI应用进一步规模化落地的关键拐点,下一阶段围绕硬件/多模态等众多应用场景将持续演 化,此外模型幻觉的下降将显著增强AI在医疗、教育、金融等高信任度场景中的适用性,而更低的调 用成本则有望加速中小开发者和垂类应用的爆发,推动AI从通用模型走向垂直场景深耕。 流动性方面,科创AIETF盘中换手1.31%,成交9252.41万元。拉长时间看,截至8月12日,科创AIETF近 1周日均成交5.22亿元,排名可比基金第一。 科创AIETF(588790)涵盖模型+算力+应用,全面拥抱AI时代。机构分析指出,从Grok到GPT5,国内AI 应用的确定性并 ...
马斯克威胁苹果
财联社· 2025-08-12 12:28
以下文章来源于科创板日报 ,作者卞纯 科创圈都在关注的新型主流媒体,上海报业集团主管主办,界面财联社出品。 当地时间周一, 美国企业家埃隆·马斯克威胁要对苹果公司采取法律行动,指控苹果公司在管理App Store排名方面违反了反垄断法 。 "苹果的行为使得除OpenAI之外的任何一家人工智能公司都无法登上App Store榜单第一名,这显然违反了反垄断法。xAI将立即采 取法律行动,"马斯克在社交媒体平台X上写道。 "当X是全球排名第一的新闻应用,而Grok在所有应用中排名第五时,为什么你拒绝将X或Grok放在你的"必备应用"部分?你是在 玩弄政治吗?"马斯克在另一条帖子中写道。 科创板日报 . 马斯克并未提供证据支持其说法。 截至目前,OpenAI的ChatGPT在美国iOS商店的热门免费应用排行榜上排名第一,并且是苹果"必备应用"区唯一的AI聊天机器人应用。 在威胁对苹果采取法律行动之前,马斯克曾庆祝Grok已超越谷歌,成为App Store上排名第五的免费应用。 根据Sensor Tower的数据,ChatGPT在Google Play Store的排名也位居榜首。 苹果去年与OpenAI合作,将Cha ...
X @Elon Musk
Elon Musk· 2025-08-11 01:22
CoolPierre Ferragu (@p_ferragu):Boys, the superiority of Grok4 over GPT5 on general useful perspectives is sick. I just asked both to profile a local French politician. GPT5 gave me a summary of the basic facts about the man, without any perspective. Grok4 gave me an insanely sound analysis of his trajectory, ...
【兴证计算机】Agent:海外巨头财报及GPT5验证高景气
兴业计算机团队· 2025-08-10 14:45
Group 1 - The core viewpoint emphasizes a strategic increase in investment in the computer sector, particularly focusing on leading companies in the Agent space, as the market shows positive growth trends both domestically and internationally [1][2] - The report highlights the acceleration of major model iterations since July, including Grok4, Kimi K2, GLM4.5, Genie3, and GPT5, indicating a trend towards open-source, low-cost, low-hallucination, and multi-modal features, which are expected to enhance AI application deployment [1][2] - The report suggests actively seizing market fluctuations to build positions in leading companies, especially in the commercial and military AI sectors, as evidenced by Palantir's impressive Q2 2025 performance, where its commercial Agent-driven revenue grew by 93% year-on-year [2] Group 2 - The second chapter of the report provides a focused analysis on overseas AI application leaders and the implications of GPT5, reinforcing the high growth potential in this sector [3]
PCB设备周观点:AI领域催化不断,关注PCB、先进封装等产业链机会-20250810
Huafu Securities· 2025-08-10 11:49
Investment Rating - The industry rating is "Outperform the Market" [6][12] Core Insights - The release of GPT-5 has catalyzed growth in the AI sector, with significant advancements in programming and overall performance compared to competitors [2] - Major tech companies are increasing their investments in AI, with Alphabet's Q2 revenue growing by 13.8% and net profit by 19.4%, Microsoft's Q4 revenue up by 18%, and Meta's Q2 revenue increasing by 22% [3] - The demand for AI-driven servers, data storage, and high-speed network infrastructure is creating new growth opportunities in the PCB market, particularly for high-density interconnect (HDI) products [3][4] Summary by Sections Investment Opportunities - Focus on PCB equipment companies such as Dazhu CNC, Ding Tai High-Tech, and others [4] - Attention to PCBA equipment firms like Kaige Precision Machinery and others [4] - Advanced packaging companies such as Chipbond Technology and others are highlighted [4] Market Trends - The AI sector's growth is expected to drive demand for more complex and higher-performance PCB products, supporting intricate computing and data processing needs [3][4]
X @Elon Musk
Elon Musk· 2025-08-09 03:16
RT Emily (@IamEmily2050)Grok Grok Grok GrokThis is Grok4 you can do anything, take my JSON prompt 😜and paste it into Grok and you going to get the full code let you get results below, I did everything from my phone, no computer no fancy tool, just my prompt.{"prompt_type": "generative_art_sketch","title": "Nebular Spiral Symphony","summary": "Create an interactive p5.js (v1.4.0) + p5.sound sketch that renders a luminous, spiral-wave star-field while generating a procedural ambient soundtrack. Visuals use po ...