生成式AI 一、 全新Pixel 10「全家桶」火力全开，全系Gemini加持 1. 谷歌发布Pixel 10系列四款机型，搭载Tensor G5芯片和Gemini Nano模型，强调AI深度整合成为标志性特点； 2. 新机型配备多项AI功能：Gemini Live语音助手、Voice Translate实时语音翻译、Nano Banana照片编辑器和 Camera Coach摄影导师等； 3. Pro Res Zoom支持高达100倍智能变焦，Magic Cue智能信息提示自动从Gmail和日历中提取内容，谷歌宣告"传 统智能手机时代终结"。 https://mp.weixin.qq.com/s/M7NZWAuZnIB4iywKWzIJ6w 二、 官宣：DeepSeek-V3.1 发布，迈向 Agent 时代的第一步 1. DeepSeek正式发布V3.1模型，采用混合推理架构同时支持思考与非思考模式，思考效率和Agent能力均有显著提 升； 2. 新模型在编程智能体测评SWE和搜索智能体测评上取得明显进步，并在保持性能的前提下减少20%-50%的输出 token； 3. 模型全面开源，采用UE8M0 FP ...

整理 | 美股研究社 在这个快速变 化的时代，人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分 析。 A I 快 报 1 . 可灵AI二季度营业收入超过人民币2.5亿元。 8月21日，快手公布的2025年第二季度业绩显 示，可灵AI的营业收入超过人民币2.5亿元。 2.在连续六个交易日下跌后，AI应用软件Palantir美股盘前上涨2%。 3.Meta冻结AI部门招聘。 4. OpenAI单月收入突破10亿美元，算力严重不足，急需"星际之门"。 据OpenAI首席财务官 Sarah Friar透露，今年7月份OpenAI首次实现单月收入突破10亿美元大关。Friar表示，由于 GPT-5的发布以及新的订阅服务推出，算力仍然不够用面临巨大压力。所以，这也是OpenAI联 合甲骨文、软银等投资5000亿美元打造全球最大算力平台"星际之门"（ Stargate）的主要原 因。 5.据知情人士透露， 机器人初创公司Field AI近期通过贝佐斯家族理财室和英伟达风投公司共融 资4.05亿美元，使得估值达 ...

Market Overview - The Hang Seng Index closed at 25,165.94, down 0.41% for the day but up 25.57% year-to-date[3] - The Hang Seng Technology Index ended at 5,541.27, with a slight decrease of 0.01% daily and a year-to-date increase of 23.12%[3] - The Shanghai Composite Index rose by 1.04% to 3,766.21, marking a year-to-date increase of 10.53%[3] Sector Performance - Semiconductor stocks showed gains, with SMIC and Hongguang Semiconductor rising over 3%[9] - New consumption concepts gained traction, with Pop Mart surging 12% and Laoputang Gold increasing by over 8%[9] - Solar energy stocks performed well, with Fuyao Glass rising over 15% and Xinyi Energy up over 3%[9] U.S. Market Dynamics - Major U.S. tech stocks fell, with Apple down 1.97% and Intel dropping 6.99% due to concerns over government intervention in the semiconductor sector[12] - The Nasdaq China Golden Dragon Index saw a slight increase of 0.33% amidst mixed performances of Chinese concept stocks[12] Economic Indicators - Japan's exports to the U.S. fell by 10.4% year-on-year in July, the largest decline since 2020, indicating the impact of U.S. tariff policies[12] - The Federal Reserve's July meeting minutes revealed concerns over inflation risks, overshadowing worries about a weak job market[12] Investment Insights - Analysts suggest that the recent sell-off in tech stocks may represent a rotation rather than a full-scale market downturn, with many undervalued sectors presenting attractive opportunities[9][12] - The semiconductor and AI sectors are expected to see structural growth driven by advancements in generative AI technology[9]

4 、 国务院办公厅转发财政部文件明确，采取分类分级推进实施存量 PPP 项目。 优先实施具有一定收益的项目，持续保障项目建成完 工。对接近完工的项目，抓紧推进建设、及时验收决算、及早投入运营。对推进缓慢的项目，研究压缩实施规模、优化建设标准、调整 配套建设内容等。 1 、 财政部、税务总局发布公告称，对按照育儿补贴制度规定发放的育儿补贴免征个人所得税。自 2025 年 1 月 1 日起施行。 2 、 中国新一期 LPR 出炉， 1 年期为 3.0% ， 5 年期以上为 3.5% ，连续三月保持不变。 业内专家普遍认为， LPR 继续"按兵不 动"，符合预期。从 LPR 报价机制看，近期央行多次开展公开市场操作，作为 LPR 定价基础的 7 天期逆回购操作利率为 1.4% ，并未 发生变化，因此本月 LPR 继续维持不变。 3 、 今日凌晨，美联储公布的 7 月会议纪要显示， 7 月会上，几乎全体决策者支持暂不降息，只有两人反对。纪要体现了，对通胀和 就业的风险以及关税对通胀的影响，联储官员均存在分歧，不过多数还是认为，通胀上升的风险比就业下行的风险高。 多人认为，关税 的影响需要一些时间才会全面显现。与会者 ...

Core Viewpoint - ByteDance is exploring a "trinity" of terminal AI layout by integrating large model capabilities, super apps, and hardware terminals [1][5]. Group 1: Product Development - ByteDance is developing an AI phone named "Doubao," manufactured by ZTE as an ODM, set to launch for internal testing by the end of this year or early next year [2][3]. - The main team behind Doubao is the Ocean team, which focuses on AI hardware and is part of the larger AI product team, Flow [2]. - Ocean is also working on various AI devices, including the Ola Friend smart headphones and AI glasses, among others [2]. Group 2: Market Strategy - ByteDance initially aimed to collaborate with existing phone manufacturers to integrate its AI technology but faced resistance as manufacturers preferred to develop their own large models [3]. - After unsuccessful partnerships, ByteDance decided to self-develop the Doubao phone, integrating its large model capabilities while ZTE handles hardware design and production [3][4]. Group 3: Strategic Goals - ByteDance's CEO outlined three major AI goals for 2025: exploring intelligent limits, new UI interaction forms, and enhancing scale effects, with hardware like phones being a key focus [4]. - The company has previously attempted hardware ventures, such as educational products and the acquisition of VR brand PICO, but has scaled back on these initiatives [4]. Group 4: Competitive Landscape - The integration of large model capabilities, super apps, and hardware is seen as a significant move for ByteDance, similar to Google's existing model with its Gemini series, Android, and Pixel phones [5]. - This strategy allows for deeper integration of AI functionalities into the phone's physical design and user interactions [5].

在我们的印象中，智能手机的"AI相机"这一概念，最早差不多出现在骁龙820时代。也就是说，它距今已 有差不多10年左右的时间了。 当然，并不是说这是一项"老"技术，因为在过去的这10年里，智能手机的AI影像算法、底层技术原理，已 经经过了很多次的彻底换代。比如最早的"AI相机"基本只能对画面进行自动的、不可调节的强烈提亮增 艳，刚出现时确实让部分用户感到新奇，觉得"这样挺好看"。 一款2016年老手机所拍下，经过了"AI美化"的花 但时间一长，对于这种"AI相机"的批判、甚至嘲笑就开始多了起来，毕竟它拍出的颜色实在是"太假"。所 以到了后来，厂商们对于手机AI相机的研发方向，开始逐渐转向了所谓的"场景优化"，也就是AI先要认出 来拍的"是什么"，然后再对不同的画面施加不同的色彩和纹理增强算法。 比如在识别出是食物时，就略微强化对比度，并对焦外施加虚化；识别出是人像，就调用美颜算法；识别 出拍的是建筑和天空，就专门增强天空的蓝色调等等。 被摄体的左下角被错误地套用了虚化算法，直接"侵蚀"掉了 然而这样的"AI相机"，其实也存在着一个很大的问题，那就是在现实世界里拍照时，对象往往并没有那 么"单一"。比如一张风景 ...