2025年，AI视频生成模型上新不断。谷歌新发布Veo 3首次集成原生音频生成功能，火山引擎也携国产 视频生成模型Seedance1.0 pro惊艳亮相……AI，为视频创作者提供了前所未有的创作可能性。为普及推 广AI创作工具加速落地，鼓励和放大创作者的创新创意，探索"效率与艺术表达双重飞跃"的更大可能， 爱奇艺近日宣布启动"与AI共生"短片创作大赛，面向全球创作者征集与AI共创的短片作品。 · 10月1日-10月15日：初审（合规性审核） 全球招募开启，赛制与奖励重磅升级 大赛面向全球年满18周岁的创作者开放（团队参赛不超过5人），短片时长需在1-5分钟(不包含片头片 尾），符合技术规范并同时配有中英文字幕。作品分辨率不低于1920×1080 ，作品中指定AI工具使用量 需不少于70%。 赛程安排： · 7月15日-9月30日：报名投稿期 本次大赛由爱奇艺国际版主办，面向全球创作者开放，接收戏剧短片、动画短片、竖屏微剧短片等各类 题材体裁的投稿。7月15日起，参赛者可登陆大赛官网（https://aic.iq.com/）报名并提交作品。为鼓励全 球创作者更好地利用AI工具进行创作，大赛合作伙伴火山引擎、谷歌 ...

Core Viewpoint - Burcon NutraScience Corporation is set to showcase its innovative Chipotle Black Bean Protein Hummus at the IFT FIRST Annual Event & Expo, highlighting its advancements in plant-based protein technology [1][6]. Group 1: Product Innovation - The Chipotle Black Bean Protein Hummus is crafted using Burcon's proprietary triple blend of Peazazz®C pea protein, Puratein®C canola protein, and Solatein™ sunflower protein, resulting in a dip that is both flavorful and nutritious [6][8]. - Burcon's plant-based proteins boast over 90% purity, neutral flavor, and smooth mouthfeel, making them suitable for various food applications [6][9]. Group 2: Event Details - The IFT FIRST event will take place in Chicago from July 13-16, 2025, where Burcon will be located at booth S4066 [1][6]. - Attendees will have the opportunity to sample the Chipotle Black Bean Protein Hummus during a special tasting event on July 14 and 15, from 11:00 AM to 1:00 PM [7][9]. Group 3: Company Background - Burcon NutraScience is recognized as a global leader in high-performance plant-based proteins, with a strong commitment to sustainability and innovation in the food and beverage industry [11]. - The company holds an extensive patent portfolio covering novel proteins derived from various plant sources, positioning itself as a key player in the growing plant-based market [11].

Company Overview - Linamar Corporation is a diversified advanced manufacturing company that integrates leading-edge technology with deep manufacturing expertise to create solutions for vehicles, motion, work, and lives for the future [5] - The company operates in two segments: Industrial and Mobility, both of which are global leaders in manufacturing solutions and developers of highly engineered products [5] - Linamar has over 32,000 employees across 75 manufacturing locations, 16 R&D centers, and 31 sales offices in 19 countries, generating sales of $10.6 billion in 2024 [5] Industrial Segment - The Industrial segment includes Skyjack and the newly formed Linamar Agriculture operating group, which consists of the MacDon, Salford, and Bourgault brands [5] - Skyjack manufactures scissors, boom, and telehandler lifts for the aerial work platform industry [5] - The Agriculture portfolio includes MacDon for combine draper headers and self-propelled windrowers, Salford for farm tillage and crop fertilizer application equipment, and Bourgault for air seeding technology [5] Mobility Segment - The Mobility segment focuses on propulsion systems, structural and chassis systems, energy storage, and power generation for both electrified and traditionally powered vehicle markets [5] - It is organized into three regional groups: North America, Europe, and Asia Pacific, along with the new Linamar Structures product group [5] - The Linamar Structures Group provides lightweight innovations for safety-critical components and systems in the global mobility market, with design and testing services offered by McLaren Engineering [5] Shareholder Meeting Results - During the Annual General Meeting on May 15, 2025, several directors were elected with varying levels of shareholder support, such as Linda Hasenfratz receiving 73% of votes for her election [3] - PricewaterhouseCoopers LLP was re-appointed as the auditors of the Corporation, receiving 95% of votes in favor [5]

Group 1 - The forum on "AI Empowering High-Quality Development of Seed Industry" was successfully held, focusing on the integration of AI technology with modern seed industry, attracting over 100 representatives from academia, industry, and research [1][3] - AI is seen as a key engine for achieving breakthroughs in the seed industry, particularly in core breeding processes such as gene mining, phenotypic analysis, parent selection, and variety design [1][3] - The Beijing International Seed Industry Technology Park is building an intelligent breeding industry ecosystem to promote the industrialization of intelligent breeding [3][4] Group 2 - The "Heavenly Book Plan" for crop germplasm resources was introduced, which aims to utilize AI for genetic information analysis and accelerate the discovery of superior genes and variety design [5][7] - The plan includes the establishment of a data-sharing platform and the selection of core germplasm, with an initial completion of 10,000 core germplasm selections [5] - The forum highlighted the importance of collaboration among government, enterprises, and research institutions to foster innovation in the seed industry [3][4] Group 3 - The forum featured discussions on the challenges faced in the new breeding era, including the lack of training data and the need for AI-driven precision breeding [7] - Companies like Changsha Bai'ao Cloud Data Technology Co., Ltd. are developing platforms to centralize breeding data management and facilitate AI breeding model construction [7] - The integration of high-throughput molecular detection, rapid breeding, and gene editing technologies is being emphasized to lower R&D barriers and support industry innovation [7][8]

作者 | Sean Goedecke 译者 | 王强 策划 | Tina 什么是批处理推理？ GPU 擅长执行大型矩阵乘法（GEMMs，或"通用矩阵乘法"）。假设你有一个 token，你想通过模型 传递（即通过乘以其所有权重，其他架构细节不谈）。你将其表示为一个与模型维度（或隐藏大小） 相匹配的向量（即 1x 其大权重矩阵的宽度），然后将其乘过去。那就是 1 个 GEMM。但如果你想 一次通过一批十个 token，也仍然只是一个 GEMM，因为你可以将 token 堆叠成一个矩阵（10x 模 型维度）。这比执行十个稍小的 GEMM 要快得多。因此，推理服务器的实现可能看起来是这样的： 请注意，服务器会决定拉取多大的批次大小。这是吞吐量和延迟之间的权衡。如果你不进行批处理， 只是逐个处理 token，那么没有用户会在队列中等待（上述步骤 3），所以延迟很低（假设你有足够 的 GPU）。然而，如果你进行大量批处理，延迟会很高，因为用户将等待到批次大小填满，但吞吐 量会高得多，因为 GPU 的使用效率更高。 1. 一个请求带着提示词进来 2. 该提示被预填充（通过注意力传递，我们稍后将看到如何将它也做批处理），形成 ...

Core Viewpoint - The commercialization of video generation has made significant progress, with revenues from marketing and promotion now balancing out with investments [1][24]. Group 1: AI Video Generation Trends - AI-generated ASMR and animal sports videos have gained immense popularity on short video platforms, attracting millions of likes and shares [2][3]. - The release of Google's video generation model Veo3 in May has been a game-changer, enabling high-quality AI videos with synchronized audio, thus transforming content creation [5][11]. - The rapid advancement of AI content creation tools has led to a surge in creators leveraging these technologies, with many accounts emerging on short video platforms [3][6]. Group 2: Market Dynamics and Competition - The competitive landscape is evolving, with various players like 可灵 and 即梦 making strides in the AI video generation space, alongside Google's efforts [10][14]. - 可灵's video generation model has achieved over 30% market share, surpassing competitors like Runway and Veo-2 [14]. - The industry is witnessing a shift in user preferences, with creators increasingly relying on video generation tools for efficiency, as evidenced by a threefold increase in download rates for generated images [15][19]. Group 3: Financial Performance and Projections - 可灵 is projected to achieve an annual recurring revenue (ARR) exceeding $100 million by March 2025, outpacing other AI products like Cursor [17][19]. - The annual revenue for leading video generation products is expected to reach $1 billion this year, with potential growth to $5-10 billion next year [19]. - Despite the positive outlook, industry leaders acknowledge that the commercialization process is still in its early stages, with many challenges remaining [25][26].

继香水之后，高端护发成为各美妆品牌的新宠儿。7月2日，北京商报记者获悉，欧莱雅已签署协议收购美国专业护发品牌Color Wow。根据欧莱雅的计划， Color Wow的市场将拓展至亚洲等增量市场，这意味着Color Wow将在欧莱雅的主导下进入中国市场。 随着国内护发市场规模不断扩大，护发业务成为欧莱雅用来推动业绩增长的重要抓手之一。什么赛道最能赚钱，行业玩家最有敏感性，当珀莱雅、橘宜集团 等品牌也在想尽办法争夺护发市场份额，美妆品牌新一轮竞争也被拉开帷幕。 高速增长是被欧莱雅看上的原因之一。在欧莱雅对外披露的信息中如此形容该品牌："Color Wow是全球增长最快、最具创新力的专业护发品牌之一。" 在欧莱雅的计划中，Color Wow是对其专业美发业务部门品牌阵容的补充。欧莱雅专业产品事业部总裁Omar Hajeri对外透露："Color Wow作为一个高端护发 品牌，以合理的价格获得高水平的成熟功效，此次收购将使欧莱雅在护发和造型类别中站稳脚跟。" 在美妆资深评论人、美云空间电商创始人白云虎看来，对于欧莱雅而言，多元化发展是其保持业绩增长和竞争力的有效路径。欧莱雅通过对Color Wow的收 购，将会结合 ...

维多利亚，塞舌尔, July 02, 2025 (GLOBE NEWSWIRE) -- 全球领先的加密货币交易所和 Web3 企业 Bitget 欣然宣布正式推出 GetAgent，这是一款全新 AI 驱动交易助手，旨在帮助用户更轻松地了解加密货币市场并参与互动。 GetAgent 将先进的 AI 与实时市场数据和交易工具相结合，旨在把复杂的决策过程转化为一场简单对话。 为了适应当今快节奏的交易环境，GetAgent 将即时见解、实时新闻、技术分析与交易执行整合为一场顺利流畅的对话。 在成功完成预发布后，这款 AI 助手现已正式上线，可为用户提供个性化技术信号、市场情绪洞察及数据驱动分析，助力他们从容应对瞬息万变的加密货币市场。 GetAgent 可动态追踪实时价格波动，并根据用户的交易历史、偏好和自选列表调整其反馈内容。 例如，当 RSI 等指标达到关键水平，或系统检测到趋势反转时，助手会立即提示相关机会或风险。 通过将复杂的数据转化为可操作的智能信息，GetAgent 让用户无需繁琐的人工分析也能更加快速和智能地做出交易决策，为新手和资深交易者创造公平的交易环境。 通过 24/7 全天候监控加密货币趋势 ...

About FemaSeed FemaSeed is a next-generation artificial insemination solution that enhances fertilization by precisely delivering sperm to the fallopian tube, the natural site of conception. Offering a safe, accessible, and cost-effective first- line treatment, FemaSeed provides a more effective alternative to intrauterine insemination (IUI). In the pivotal clinical trial (NCT0468847), it achieved over double the pregnancy rates of IUI in cases of low male sperm count. FemaSeed is an affordable, less invasi ...

计算机周观点第 7 期：海内外 AI 模型持 续迭代加降价，AI 应用爆发加速到来 本报告导读： 海内外的 AI 发展仍然在稳步推进，大模型的技术升级与降价在同时进行，AI 正在越 来越普惠，AI 应用的爆发正在加速到来。 投资要点： [Table_Industry] 计算机 股 票 研 究 报 告 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 行 业 跟 踪 股票研究 /[Table_Date] 2025.06.15 [Table_Invest] [table_Authors] 请务必阅读正文之后的免责条款部分 2 of 5 2025-06-30 [Table_Summary] 投资建议：无论是国内还是海外，AI 大模型发展目前已经进入良好的正 向循环，在模型水平提升的同时，其定价也在不断下降，这就使得 AI 落 地有望持续加速，我们继续看好计算机板块，重点标的：华大九天、达 梦数据、金山办公、新大陆、通行宝、赛意信息、合合信息；相关标的： 日联科技。 o3-pro 模型发布，性能提升同时性价比提升。根据第一财经官微，6 月 11 日，OpenAI 在 X 上宣布 o3-pro 正式上线。o3- ...