Grok's Imagine brings unparalleled creativity to the masses.. and this is just the beginning.https://t.co/xsMTEhYfl8 ...

截至2025年10月9日 10:22，恒生科技指数上涨0.52%，成分股ASMPT上涨10.54%，华虹半导体上涨6.32%，联想集团上涨3.84%，比亚迪电子上涨2.94%，蔚 来-SW上涨2.41%。恒生科技指数ETF上涨1.24%， 冲击3连涨。最新价报0.9元。拉长时间看，截至2025年9月30日，恒生科技指数ETF近2周累计上涨 2.79%，涨幅排名可比基金1/11。 流动性方面，恒生科技指数ETF盘中换手9.49%，成交4.62亿元。拉长时间看，截至9月30日，恒生科技指数ETF近1周日均成交7.59亿元。 据报道，10月9日凌晨，蚂蚁集团发布万亿参数的通用语言模型 Ling-1T。Ling-1T是蚂蚁百灵大模型Ling 2.0 系列的第一款旗舰模型，也是蚂蚁百灵团队迄 今为止推出的规模最大、能力最强的非思考大模型。 消息面上，OpenAI发布的Sora2标志着AI视频生成技术迈入新阶段，该模型已从实验性产品升级为面向大众的社交应用，支持多镜头连续性、角色一致性及 音视频同步，显著提升内容的真实感与观赏性。 华鑫证券认为，Sora2通过引入物理引擎和多样化风格选项，推动AI生成内容向更高质量演进， ...

Core Insights - The recent release of multimodal models, particularly Sora2, is considered a "revolutionary" milestone in the industry, enhancing user engagement and willingness to pay for AI-generated content [1][2] Group 1: International Developments - OpenAI launched the Sora2/Pro App on October 1, supporting up to 15 seconds of text-to-video generation, achieving the top position in the US App Store within three days [1] - The developer conference on October 7 announced that ChatGPT can now directly access third-party applications, marking a shift from a single dialogue tool to an AI application and social platform [1] - xAI introduced the "Imagine" visual generation module on October 6, enhancing its capabilities in creating high-quality images and videos from text [1] - Anthropic released the Claude Sonnet 4.5 programming model on September 30, emphasizing its ability to build "production-ready" AI agents [1] Group 2: Domestic Developments - Kuaishou's Ling2.5Turbo topped the global video generation model rankings on October 2, showcasing its international leadership in video generation and content quality [2] - ByteDance partnered with UCLA on October 2 to launch Self-Forcing++ video generation technology, significantly improving visual stability [2] - Tencent released and open-sourced the mixed Yuan Image 3.0 on September 28, quickly rising to the top of the Hugging Face leaderboard [2] Group 3: Domestic Computing Power Investment Logic - The rise of domestic computing power is driven by demand from AI applications, marking a shift from supply-side to demand-side dynamics [3] - DeepSeek's release of DeepSeek-V3.2-Exp on September 30 demonstrated lower inference costs and compatibility with domestic chip ecosystems [3] - Alibaba's open-source Qwen3-VL series multimodal model, released on October 4, achieved zero-day adaptation with domestic chips, accelerating the local hardware ecosystem [3] Group 4: Investment Recommendations - Recommendations for cloud computing power include companies like Cambrian, Haiguang Information, and Chipone [4] - For edge computing power, companies such as Amlogic and Rockchip are recommended [4]

Investment Rating - The report maintains an "Overweight" rating for the electronic industry [1] Core Insights - The investment logic for domestic computing power is evolving from the supply side to the demand side, with AI application demand becoming a new engine for "domestic computing power" [1] - The release of multi-modal large models marks a significant breakthrough, driving the growth of AI applications and consequently the demand for domestic computing power [5] - Key companies such as DeepSeek, Zhiyuan, and Alibaba are demonstrating advancements in AI model compatibility and performance, showcasing the collaborative capabilities of domestic computing power [1][5] Summary by Sections Industry Trends - The electronic industry is experiencing a growth trajectory, with significant advancements in AI capabilities and multi-modal applications [5] - The competition is shifting from single-language intelligence to multi-modal generation and understanding capabilities, with domestic companies rapidly catching up to international standards [5] Investment Recommendations - Recommended companies for cloud computing power include Cambrian, Haiguang Information, Chipone, Shengke Communication, and Zhaoyi Innovation, with a focus on companies like Aojie Technology and Yutai Micro [2] - For edge computing power, recommended companies include Amlogic, Rockchip, and Hengxuan Technology, with attention to companies like Lexin Technology [2] Key Company Valuations - Cambrian (688256) has a market cap of 554.31 billion, with a projected PE ratio of 325.55 for 2025E [7] - Haiguang Information (688041) has a market cap of 587.13 billion, with a projected PE ratio of 205.37 for 2025E [7] - Chipone (688521) has a market cap of 96.21 billion, with a projected PE ratio of -963.16 for 2025E [7] - Zhaoyi Innovation (603986) has a market cap of 142.33 billion, with a projected PE ratio of 86.01 for 2025E [7] - Amlogic (688099) has a market cap of 46.82 billion, with a projected PE ratio of 44.12 for 2025E [7] - Rockchip (603893) has a market cap of 94.89 billion, with a projected PE ratio of 89.15 for 2025E [7] - Hengxuan Technology (688608) has a market cap of 50.09 billion, with a projected PE ratio of 57.88 for 2025E [7]

Meta announced on Wednesday that data collected from user interactions with its AI products will soon be used to sell targeted ads across its social media platforms. The company will update its privacy policy by December 16 to reflect the change, and will notify users in the coming days. The new policy applies globally, except for users in South Korea, the United Kingdom, and the European Union, where privacy laws prevent this type of data collection. Meta’s core business has long relied on building detail ...

Download Grok and use Imagine. It’s absolutely insane. https://t.co/ipkf7qdq0S ...

Product Update - New Grok App v1.1.58 released with faster image generation and enhanced companions [1] - The update includes a new feature that is intentionally left as a surprise for users to discover [1] Features - Grok's image generation feature ("Imagine") has been improved for speed [1] - Companions within the Grok App have been updated with "more interesting" characteristics [1]

Core Insights - Meta is shifting its long-standing internal development strategy towards external collaborations in AI, particularly with Midjourney, to enhance its product offerings and compete effectively in the market [1][2] Group 1: Strategic Shift - The partnership with Midjourney highlights the challenges Meta faces in its AI self-development path, as its products are perceived as outdated compared to competitors like Google's Veo 3 and OpenAI's Sora [2] - Meta's internal confidence in its Llama series models has weakened, leading the company to utilize third-party models for internal tasks [2] - The decision to abandon the public release of its flagship large language model Behemoth indicates a pragmatic shift from a self-reliant approach to a more collaborative strategy [2] Group 2: Investment and Organizational Challenges - Meta's strategic adjustment occurs amidst unprecedented investments in AI, including hiring top AI researchers and acquiring AI companies like Play AI and Scale AI [3] - Despite significant investments, Meta's AI department has undergone four reorganizations in the past six months, reflecting difficulties in establishing an effective organizational structure [3] - The disparity between investment and product output may be a driving factor behind Meta's pursuit of external technology partnerships [3] Group 3: Collaboration with Midjourney - Midjourney, founded in 2021, is recognized for its aesthetic technology, which is crucial for generating visually appealing content in social media applications [4] - By collaborating with Midjourney, Meta aims to enhance the quality of AI-generated content, thereby improving user experience and catching up with competitors [4] - Midjourney's founder, David Holz, confirmed the partnership while emphasizing the company's independence and community-supported research approach [4]

Core Insights - Meta is collaborating with Midjourney to integrate AI image and video generation technology into its future AI models and products, aiming to compete with industry leaders like OpenAI and Google [2][3] - The partnership signifies Meta's ongoing strategy to enhance its AI capabilities, which includes significant investments in talent and technology [3][4] Group 1: Partnership Details - Meta's research team will work with Midjourney to incorporate its technology into Meta's offerings, ensuring high-quality products for users [2] - The collaboration comes after Meta's previous integration of its own AI image generation tool, Imagine, into platforms like Facebook and Instagram [2] Group 2: Midjourney Overview - Midjourney, founded in 2022, has quickly become a leader in AI image generation, with projected annual revenue of $200 million by 2023 [4] - The company offers subscription services starting at $10 per month, with higher-tier plans available, and recently launched its first AI video model [4] Group 3: Meta's AI Strategy - Earlier this year, Meta's CEO Mark Zuckerberg aggressively recruited AI talent, offering compensation packages exceeding $100 million [3] - Meta has invested $14 billion in Scale AI and acquired AI voice startup Play AI, indicating a strong commitment to expanding its AI capabilities [3]

Product Announcement - DogeDesigner (@cb_doge) encourages users to download and try Grok and Imagine [1] - The announcement promotes sharing Grok and Imagine with friends and family [1]