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新力量NewForce总第4893期
总第 4893 期 2025 年 10 月 31 日 星期五 研究观点 新力量 New Force 第一上海研究部 research@firstshanghai.com 【公司研究】 中国平安(2318,买入):寿险及健康险 NBV 增长强劲,三季度利润大增 泡泡玛特 (9992,买入):业绩超预期,海外业务延续爆发式增长 Alphabet(GOOGL,买入):业绩全面超预期,实现首个千亿收入季度,大幅上调资本 开支 咨询热线:400-882-1055 服务邮箱:Service@firstshanghai.com 网址:www.mystockhk.com 第一上海证券有限公司 www.mystockhk.com 【公司评论】 特斯拉(TSLA):周报 【行业评论】 AI 大模型周报 评级变化 | 公司 | 代码 | 评级 | 目标价(港元) | | | 2025年EPS(港元) | | | 2026年EPS(港元) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 新 旧 新 | 旧 | 变动 | 新 | ...
AI日报:Hailuo 2.3发布;豆包AI编程史诗级升级;马斯克推出AI百科全书Grokipedia
Sou Hu Cai Jing· 2025-10-28 20:13
Group 1: AI Video Generation - Hailuo 2.3 has made significant breakthroughs in action, expression, and physical interaction, marking the entry of AI video generation into the professional film era [1] - The dual-mode strategy caters to different scene requirements and offers free trials, promoting the development of the domestic AI video ecosystem [1] Group 2: No-Code Development Tools - Doubao AI has undergone a major upgrade, allowing users with no programming background to create professional H5 products through a PPT-style drag-and-drop interface [2][3] - The tool supports natural language descriptions or sketch uploads for zero-code webpage content generation, enhancing accessibility for non-technical users [3] Group 3: AI Encyclopedia - Elon Musk has launched Grokipedia, an AI encyclopedia aimed at providing more impartial information resources, competing with Wikipedia [4][6] - Grokipedia has already indexed over 885,000 articles, establishing itself as a substantial information repository [6] Group 4: Enterprise AI Application Development - Mistral AI has introduced Mistral AI Studio, a new production platform designed to help enterprises build, observe, and operate AI applications at scale [8] - The platform emphasizes security and governance, ensuring data control and deployment safety while offering a rich model catalog and multimodal tools [8] Group 5: Financial AI Tools - Anthropic has launched Claude for Finance, which connects directly to Excel and provides real-time global market data, significantly enhancing analysts' efficiency by 80% [9] - The tool includes a banking-level intelligent agent skill set, simplifying complex tasks for financial professionals [9] Group 6: AI-Driven Shopping Experience - Pinterest has upgraded its board feature with AI-driven personalization, aiming to transform into an AI shopping assistant [11] - The new features include personalized collages and customized boards that combine editorial insights with AI recommendations [11] Group 7: Advanced AI Models - NVIDIA has released the OmniVinci model, which outperforms existing top models by 19.05 points in multimodal understanding tasks while using only one-sixth of the training data [12] - The model showcases exceptional data efficiency and performance through innovative architecture and data management strategies [12] Group 8: AI in Financial Trading - The DeepSeek model has excelled in a trading competition at Hong Kong University, achieving an annualized return rate of 10.61%, surpassing leading AI models like GPT and Nasdaq benchmarks [13][15] - The model demonstrated strong adaptability and practical capabilities in complex market environments, contributing to the democratization of financial technology [15]