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Google's Gemini 2.5 Flash AI model and its viral Nano Banana tool now widely available (GOOG:NASDAQ)
Seeking Alpha· 2025-10-02 16:46
Google (NASDAQ:GOOG) (NASDAQ:GOOGL) said on Thursday that its Gemini 2.5 Flash artificial intelligence model, and its viral Nano Banana tool, are now widely available. “Our state-of-the-art image generation and editing model which has captured the imagination of the world, Gemini 2.5 ...
Why Shares of Alphabet Stock Climbed 14% Last Month
Yahoo Finance· 2025-10-01 20:44
Key Points Alphabet got a favorable antitrust ruling in September. The company's new image generator is leading to millions of app downloads. Alphabet stock is still not expensive at current prices. 10 stocks we like better than Alphabet › Shares of Alphabet (NASDAQ: GOOG) climbed 14% higher in September, according to data from S&P Global Market Intelligence. The parent company of Google, YouTube, and Google Cloud was helped by an antitrust ruling and new artificial intelligence (AI) services it ...
互联网行业 2025 年 10 月投资策略:港美股巨头估值差异快速收敛,国内巨头加码投入 AI
Guoxin Securities· 2025-09-30 11:32
证券研究报告 | 2025年09月30日 互联网行业 2025 年 10 月投资策略 优于大市 港美股巨头估值差异快速收敛,国内巨头加码投入 AI 9 月行情回顾: 人工智能动态:1)谷歌:发布 Nano Banana Prompt 模板,推出 AP2 协议;2)OpenAI:开放 ChatGPT Projects 功能,新建五个数据中心;3) Meta:发布代码世界模 CWM,推出 AI 视频生成平台 Vibes;4)微软: 发布 GPT-realtime,推出 Copilot Audio 音频模式;5)亚马逊: 上 线 Lens Live ;6)苹果:发布 STARFlow;7)DeepSeek:发 布 V3.1-Terminus;8)腾讯:开源 3D 世界模型混元 Voyager,推出混元 3D Studio ; 9 ) 阿 里 : 发 布 Qwen3-Next , 开 源 动 作 生 成 模 型 Wan2.2-Animate;10)字节跳动:发布 Seedream4.0,上线 Lumi 平 台;11)百度:月活再登国内第一,开源发布 Qianfan-VL;12)月 之暗面:Kimi-K2-0905 R ...
市场进入可进可退的状态,但很多人对降息的威力一无所知
Xin Lang Cai Jing· 2025-09-30 10:27
(来源:明哥夜谈) 1 2025年,虽然经历了4月9日之前的惊魂时刻,但是纳斯达克100指数在前9个月的综合涨幅依然达到了 +17%左右。 这是连续第3个上涨的年份了。 我们会听到美联储主席认为美国股票估值相当高的发言,自然能看到市场当日迅速调整; 如果股票的市盈率高,但是股票背后的公司经营基本面和历史上绝大多数时候比也更优更强,那么二者 相比,股票就不一定贵。 经营基本面包括且不限于: 但是另一方面,大科技公司们的业绩和在AI技术、产品上的进展依旧让人觉得目不暇接。 所以,过去的一周,从9月24日开始,纳斯达克市场进入了一种可进可退、进了会有解释、退了也能被 投资者理解的状态。 这几天,在我年轻时对我很重要的一个好友,要初步进入市场投资国内的纳指ETF; 我自己和家人的证券账户里已经集中了家庭净资产的99%比例,从4月9日开始All In后持续了半年时间 之久了。 所以,我现在迫切需要给自己一个答案,在短期来看,市场可能会怎么走;以中期视角(明年降息进程 收尾之前)来看,是机会更大还是风险更大。 2 毫无疑问,现在的纳斯达克100指数的估值,和历史上绝大多数时候比,估值是高的。 但是,估值高,就一定代表股票 ...
Make the pet of your dreams a reality with Nano Banana
Google· 2025-09-26 19:46
Gemini's state-of-the-art image generation and editing lets you create almost anything. Imagine yourself with a pet dinosaur. Try a new hairstyle. Restore an old photo. Combine two photos into one. It's free for everyone. Go Nano Bananas. Try it now: https://gemini.google.com/ Learn more about Nano Banana: https://gemini.google/overview/image-generation/ Follow Gemini on Instagram: https://www.instagram.com/googlegemini/ Learn about our free pro plan for students: https://gemini.google/students Subscribe to ...
谷歌“香蕉”爆火启示:国产垂类AI的危机还是转机?
3 6 Ke· 2025-09-26 10:44
Core Insights - The rapid rise of Nano Banana, a product from Google, has led to the generation of over 200 million images globally within two weeks, with significant user engagement in the Asia-Pacific region [1] - Nano Banana has contributed to the growth of the Gemini App, adding over 10 million new users and surpassing ChatGPT in the Apple App Store rankings [1] - OpenAI has responded to the competition posed by Nano Banana by acquiring Statsig for approximately $1.1 billion in an all-stock deal, indicating a strategic move to enhance its product offerings [3] Industry Impact - The emergence of Nano Banana has prompted ByteDance to launch seedream 4.0 to strengthen its user base, while Meitu faces challenges as general models threaten its market position, leading to significant stock price volatility [5] - Analysts suggest that while Meitu's stock has been supported by foreign investment banks, the potential of general models like Nano Banana looms as a significant threat [5] - The debate continues on whether general models will replace niche AI applications, with some experts arguing that niche applications have a better understanding of user needs and specific market scenarios [5][19] Technological Advancements - Nano Banana has transformed image creation by allowing users to interact in a more conversational manner, eliminating the need for structured prompts [9][11] - The cost of using Nano Banana is approximately $0.039 per image, with a pricing model of $30 per million tokens, making it a cost-effective solution for image generation [11] - The technology behind Nano Banana includes advanced capabilities such as text rendering and world knowledge integration, which enhances its performance in generating images with deep semantic accuracy [12][9] Competitive Landscape - Meitu's strategy involves integrating new technologies like Nano Banana into its products while maintaining a focus on its core competencies in the beauty and aesthetics sector [14][19] - The partnership with Alibaba, involving a $250 million investment, aims to enhance e-commerce experiences through AI-driven solutions like "AI fitting" and "AI product image generation" [17] - The competition between large model companies and niche AI firms is intensifying, with the need for niche players to adapt and leverage large models to remain relevant in the market [22][25]
学三年动画被AI秒杀,OpenAI要拍电影,好莱坞不敢买账
机器之心· 2025-09-26 08:26
Core Viewpoint - OpenAI is positioning itself to disrupt Hollywood by demonstrating that generative AI can produce animated films more quickly and cost-effectively than traditional methods [21][26]. Group 1: OpenAI's Animation Project - OpenAI is backing an animated film titled "Critterz," which aims to showcase the capabilities of generative AI in film production [21]. - The film's production timeline is targeted to be reduced from the traditional three years to approximately nine months, with a budget of under $30 million, significantly lower than typical animation costs [23]. - The film is set to premiere globally in 2026, with hopes of debuting at the Cannes Film Festival [25]. Group 2: Technology and Collaboration - The production involves collaboration with human artists for character sketches, which will be integrated with OpenAI's tools, including the latest GPT-5 and image generation models [23][28]. - OpenAI's approach combines human creativity with AI assistance, aiming to mitigate copyright concerns that have arisen in the industry [28]. Group 3: Industry Implications - If successful, "Critterz" could accelerate the adoption of AI technologies in Hollywood, lowering creative barriers for more creators [26]. - Despite the potential benefits, the entertainment industry remains cautious about fully embracing AI due to fears of job displacement for actors and writers, as well as intellectual property issues [27][28].
你还在晒AI图,有人已经在靠「提示词」收款了
36氪· 2025-09-25 23:55
以下文章来源于未来人类实验室 ,作者马渝囝 未来人类实验室 . 即刻上场,与未来交手。36氪旗下账号。 前段时间詹姆斯中国行,我在朋友圈刷到好几个朋友都跟詹姆斯合影了,我还纳闷儿他们怎么都不上班跑去参加活动,一问才知道都是用即梦4.0生成蹭热 度的,打工人的世界哪有那么多说走就走的美好。 那还说啥了,我转头也去即梦官网做了一张: 一句好话术,顶十个滤镜。 文 | 马渝囝 编辑 | 巴芮 来源| 未来人类实验室(ID:LabforAI) 封面来源 | AI生成 FOREVER KING 即梦4.0生成的明星合照 大家有兴趣的也可以用这个提示词试一试—— 请将图1和图2融合成一张双人俯拍自拍照,画面构图紧凑,两位主体靠得很近,头部略微上仰,眼神直视镜头,营造出强烈的视觉冲击力。左侧人物站得略 靠前,参考我图1的主体形象特征造型保持不变,需要保持人脸相似度;右侧人物参考图2的主体形象特征保持造型不变,需要保持人脸相似度,略微内扣身 体,拍摄角度为高角度俯拍,使头部比例被夸张放大,符合典型的日韩视觉自拍风格。背景为纯白色,简洁干净,进一步凸显人物主体。画面风格偏向日系 视觉系,整体画面清晰度高,用iphone前置自拍 ...
“香蕉”模型爆火出圈,《Google Gemini》美区免费榜霸榜,AI发展进入新阶段?
3 6 Ke· 2025-09-25 03:48
Core Insights - Google Gemini has rapidly gained popularity, topping free app charts in multiple countries, largely due to the launch of its image generation and editing model, Nano Banana, in late August [2][5] - The Nano Banana feature has led to over 200 million image edits and attracted more than 10 million new users within a week of its launch [2][5] - The app's daily downloads surged from 490,000 on August 26 to over 3.02 million by September 13, indicating a significant increase in user engagement [5] Group 1: Nano Banana's Impact - The introduction of Nano Banana has resulted in a dramatic increase in keyword popularity, with 172 apps named after it appearing within a week of its launch [5] - The feature's success is attributed to its performance in blind tests, where it outperformed top models like GPT-4o, leading to widespread user interest and engagement [7][11] - The internal system experienced significant overload due to the high volume of user activity, indicating the feature's popularity and demand [9][11] Group 2: Technical Advancements - Nano Banana offers three core technological advancements: consistent identity maintenance during image generation, natural language-driven interaction, and rapid response times [11][12] - The model can generate high-quality images in 1-2 seconds, significantly enhancing user experience and efficiency compared to previous models [12] - Google's comprehensive investment in AI infrastructure, including hardware and software, supports the development of such advanced features [12] Group 3: Industry Context - The rise of Google Gemini highlights the competitive landscape in the AI industry, where companies are choosing between generalist and specialist approaches [13][15] - Major tech companies like OpenAI and Meta are pursuing generalist strategies, while others may face challenges in a market dominated by large players [15][17] - In contrast, the domestic AI market shows a diverse competitive environment, with companies leveraging open-source strategies to enhance their offerings [17][18]
Google DeepMind researchers react to Nano Banana demos 🍌
Google DeepMind· 2025-09-24 17:26
I think the fact that people surprise us with a model we built is the best idea. So, so this is like a demo with nano banana hooked up into I think it's an studio demo. It's hooked onto a canvas and you can like drag these isometric shapes around.Oh, and you're so cool. I mean, we often thought of like Nano Banana as a single tool, as a single thing, but now actually this becomes more part of a pipeline. Wait, San Francisco. They merged San Francisco, New York halfway.What. Oh, no way. Oh, wow.Is that the B ...