Core Viewpoint - The article provides a comprehensive overview of significant developments in the AI industry, highlighting key news, investment activities, and technological advancements from the past week. Domestic Major Events - Xiaomi announced the upcoming release of its self-developed mobile chip, named Xuanjie O1, set to launch in late May [4] - Vivo initiated a talent recruitment program called "Blue Star Plan," targeting top talents in chip and AI model fields, with no salary cap for successful candidates [6] - A self-driving car from Pony.ai caught fire in Beijing, but the company clarified that there was no collision and the incident is under investigation [6] - DeepSeek published a new paper detailing cost-reduction methods for its V3 model, achieving significant training efficiency with only 2048 H800 GPUs [7] Investment and Financing - Manus, the company behind the AI agent product, denied reports of a planned $100 million financing round at a $1.5 billion valuation, stating the information was false [8][9] - Honor has established a new AI industry department and restructured key positions in China, with 45% of leadership roles being adjusted [10] - Perplexity AI is reportedly negotiating a new funding round aiming to raise $500 million at a valuation of $14 billion [30] International Developments - Microsoft claimed that Windows 11 AI+ PCs outperform Apple's M3 MacBook Air by up to 58% in performance benchmarks [19] - OpenAI announced the availability of the GPT-4.1 model for ChatGPT users, focusing on coding tasks and instruction adherence [20] - Meta has delayed the release of its flagship AI model "Behemoth," raising concerns about its substantial AI investments [21] AI Market Trends - IDC forecasts that China's AR/VR market will grow at a compound annual growth rate (CAGR) of 41.1% from 2024 to 2029, outpacing other regions [10] - The global AI financing events decreased to 13 this week, with a total disclosed financing amount of 3.46 billion yuan [31] - The AI investment landscape shows a concentration of activities in major cities like Beijing and Shanghai, with significant funding events reported [35]

Market Review - The AI and robotics sector continued to decline on May 15, with the Huaxia AI ETF (589010) dropping by 1.34%. Among its holdings, Tianhuai Technology fell by 5.51%, leading the decline, while other stocks like CloudWalk Technology and Yuntian Lifeng also experienced significant drops. The net inflow of funds for the day was 2.06 million, marking two consecutive days of inflows [1] - The Robotics ETF (562500) decreased by 2.03%, with Tianhuai Technology again leading the decline at 5.51%. The trading volume reached 799 million, making it the most active ETF in its category [1] Key News - Elon Musk predicts that the number of humanoid robots will eventually reach hundreds of billions, suggesting that everyone will want their own robot, akin to having a personal C-3PO or R2-D2 from the Star Wars series [1] - TikTok launched its first AI-driven creative feature called "TikTok AI Alive," which allows users to transform static photos into dynamic videos directly within TikTok Stories. This feature enhances static images with dynamic effects, environmental effects, and creative elements [1] Company Insights - During Alibaba's earnings call on May 15, CEO Wu Yongming highlighted two major trends in the AI sector: the penetration of AI applications from internal systems to user-side scenarios in medium and large enterprises, and the expansion of AI product usage from large enterprises to a significant number of small and medium-sized enterprises. Alibaba aims to focus on e-commerce and AI + cloud business growth, shaping a technology-driven second growth curve by fiscal year 2026 [2] - Industrial insights from Industrial Securities emphasize that the ongoing US-China tech rivalry will keep self-sufficiency as a dominant theme in the industry. In the medium to long term, the AI wave will require substantial investment and time for domestic alternatives in computing power and high-performance storage to catch up with advanced domestic processes [2] Popular ETFs - The Robotics ETF (562500) is the largest robotics-themed ETF in the market, enabling investors to easily invest in China's robotics industry [2] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% fluctuation limit and small to mid-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [2]

Group 1 - Wahaha has announced a need to adjust its production and sales layout, leading to the temporary shutdown of some factories due to tight capacity caused by rapid market demand changes [3] - The company confirmed a contract manufacturing relationship with Jinmailang for its purified water, but has terminated this partnership after discovering quality issues in some batches [3] - Alibaba reported a 22% year-on-year increase in adjusted net profit for Q4 of fiscal year 2025, amounting to 29.85 billion RMB, with revenues of 236.45 billion RMB, a 7% increase [21] - Nio's founder, Fang Yunzhu, has had 20 million RMB worth of shares frozen amid bankruptcy proceedings for the company [21] Group 2 - Geely Holding Group announced that An Conghui will take over as CEO, while Li Donghui will serve as Vice Chairman, focusing on investment management and major external collaborations [6] - Xiaomi's founder Lei Jun announced the upcoming release of a self-developed mobile chip named Xuanjie O1, set to launch in late May [6] - Vivo has initiated a talent recruitment program named "Blue Polar Star," targeting top talent in chip and AI model development, with no salary cap for successful candidates [21] - Meta Platforms is reportedly delaying the release of its flagship AI model "Behemoth," raising concerns about its multi-billion dollar AI investments [17] Group 3 - Starbucks is reportedly considering various options for its China business, including the potential sale of equity, and has reached out to private equity firms and tech companies for feedback [17] - TikTok has launched a new AI-driven feature called "TikTok AI Alive," which transforms static photos into dynamic videos [25] - Apple has assured the Indian government that it will make India a primary manufacturing base for its products, reaffirming its investment plans in the country [24]

短视频平台TikTok推出其首个AI驱动的创意功能——"TikTok AI Alive"，这项技术直接嵌入TikTok Stories，能够将静态照片瞬间转化为动态视频。AI Alive功能位于TikTok Stories的相机界面内。用户选 择一张照片后，可以在编辑工具栏中找到"AI Alive"图标。该功能利用AI技术，为静态图像添加包括动 态效果、环境效果和创意效果等元素，从而生成短视频。根据TikTok的介绍，用户可以使用AI Alive将 风景照片处理成包含天空和云朵动态效果的视频，或将合影照片转化为具有面部表情和动作细节的动态 片段。(科创板日报) ...

TikTok近期推出了一项名为"TikTok AI Alive"的创新功能，该功能借助先进的人工智能技术，能够将用户的静态照 片转化为充满动感与创意的短视频。 据悉，"TikTok AI Alive"功能通过复杂的AI算法，精准识别照片中的关键元素，如天空、云朵、海洋等自然景 观，并自动添加相应的动态效果。例如，原本静止的天空在AI的魔力下，可以展现出绚烂的日落景象，云朵仿佛 拥有了生命，缓缓飘荡，而海洋则波光粼粼，仿佛能听到海浪拍打岸边的声音。更令人称奇的是，该功能还能针 对自拍照片，捕捉人物的微妙表情和动作，如轻轻挥手或温暖的微笑，使原本平面的照片瞬间变得生动立体。 用户想要体验这一功能十分简单，只需打开TikTok的故事相机（Story Camera），点击顶部醒目的蓝色加号按钮， 从相册中选择一张静态照片，进入编辑页面后，即可一键转化为动态视频。这些充满创意的视频随后可以被发布 到TikTok Stories中，与亲朋好友共享。 TikTok强调，在享受AI技术带来的乐趣的同时，用户数据的安全始终是他们最重视的。因此，"AI Alive"功能生成 的所有内容都会明确标注"AI生成"标签，以确保内容的透 ...

用户可以通过 TikTok 的故事相机(Story Camera)使用 AI Alive 功能。只需打开故事相机，点击收件箱或个人主页 顶部的蓝色加号按钮，选择一张静态照片，然后在编辑页面中转化为动态视频，并发布到 TikTok Stories 中与好友 分享。 TikTok 表示，AI 技术的应用始终以安全为前提。AI Alive 功能生成的所有内容都会附带"AI 生成"标签，以明确内 容的创作方式。此外，所有内容都将嵌入 C2PA 元数据，即使视频被分享到 TikTok 以外的平台，也能被识别为 AI 创作。 【太平洋科技快讯】5 月 14 日，TikTok 宣布上线"TikTok AI Alive"功能。该功能基于人工智能技术，可以将用户 的静态照片转化为富有运动感、氛围感和创意效果的短视频。 "TikTok AI Alive"利用先进的 AI 算法，识别照片中的关键元素，例如天空、云朵、海洋等，并自动生成相应的动 态效果。例如，照片中的天空可以呈现出日落时分的色彩渐变，云朵可以缓缓飘动，海洋可以模拟出波涛起伏的 景象，甚至伴随着海浪拍打的声音。对于自拍照片，AI Alive 也能捕捉人物的表情和动作， ...