2025 世界人工智能大会(WAIC)期间，智象未来(HiDream.ai)联合创始人兼首席技术官姚霆发表主题演 讲，系统阐释了多模态智能体在内容创作领域的技术突破与商业化实践。作为聚焦多模态生成的 AI 创 新企业，智象未来期待通过探索多模态大模型的有效落地形式， "让创作回归灵感，让时间忠于故事" ，推动内容创作从工具效率提升向生产力革命跨越。 AI技术的爆发式发展，正从实验室快速走向产业应用。智象未来始终以"解决真实创作痛点"为导向，在 商业化落地中探索出一条"技术筑基、场景破局、价值闭环"的路径。智象未来认为，真正的AI商业化不 是单点技术的炫耀，而是从模型能力到服务形态，再到最终成果的全链路赋能。 智象未来持续致力于从技术到价值的产品化思路，在这一过程中，智象构建了"MaaS-SaaS-RaaS"的递进 商业化体系 MaaS(Model as a Service) 是根基。打造百亿级多模态基础模型，支持图像、视频、音频、文本等多模态 的生成与理解。 SaaS(Software as a Service) 是桥梁。基于基础模型，开发面向垂直场景的产品，建设个人创作者平台和 社区，将技术能力转化为开箱即 ...

随着合作产品停运，巴别时代早年的业务积累也遇到了瓶颈。这些年来巴别时代悄悄布局过二次元业务、尝试过SLG出海、近几年还测试过小游戏，希望 找到下一个业务发展的方向。如今眼看着SLG爆款一个接一个出现，当下似乎又迎来新的的风口期。 于是巴别时代再次押注一定相对陌生的赛道，渴求这次能够一把翻身。 悄悄测试两款SLG 去年巴别时代就在海外市场发布了《The Last Survivor》《Flood Survivor》《Wildness Drift》等包体，从商店页面来看都带有SLG要素。不过这些包体只 上架了一周到一个月不等，看起来只是在试探题材和休闲玩法。 | HK Babeltime Technology प् 所属公司: Babeltime | | | | | | | --- | --- | --- | --- | --- | --- | | APP | 分类 | 发布日期 ÷ | 最后更新 : | 主要地区 | 状态 | | The Last Survivor | 角色扮演 | | 2024-04-22 | | 下架 | | com.lastsurvivor.gp | | | | | 2024年05月11日 ...

证券研究报告 | 2025年07月28日 传媒互联网周报 优于大市 2025 世界人工智能大会规模创新高，暑期档票房回暖 传媒板块本周表现：行业上涨 2.09%，跑赢沪深 300，跑输创业板指。本周 （7.14-7.20）传媒行业上涨 2.09%，跑赢沪深 300（1.69%），跑输创业板 指（2.76%）。其中涨幅靠前的分别为幸福蓝海、新华传媒、因赛集团、中 国电影等，跌幅靠前的分别为兰生股份、世纪天鸿、焦点科技、掌阅科技等。 横向比较来看，本周传媒板块在所有板块中涨跌幅排名第 18 位。 重点关注：世界人工智能大会开幕，字节的扣子空间、Trae 更新。1）以"智 能时代同球共济"为主题的 2025 世界人工智能大会在上海开幕。大会展览 面积首次突破 7 万平方米，吸引了 800 余家企业参展，集中展示 3000 余 项前沿展品及 100 余款"全球首发""中国首秀"新品，规模创历届之最； 2）扣子空间推出了网页设计功能，利用 AI 技术将网页设计时间从数天缩短 至 5 分钟；3）近日 Trae 正式发布了 2.0 版本，并引入 SOLO 模式。Trae 2.0 的 SOLO 模式实现了从传统编码助手向综合 ...

商报记者 骆伊莎 今年3月，硅谷顶级风投机构a16z发布了最新一期全球Top 100 AI应用榜单，杭州小影创新科技股份有限 公司（以下简称"小影科技"）旗下的VivaCut位列第十五位，其排名在一众中国企业出品的AI应用中仅 次于DeepSeek。 近年来，在抖音、B站等平台带动下，短视频行业迅速发展，同时造就了一大批视频剪辑软件的发展。 VivaCut正是一款专注于移动端的视频创作软件。 a16z在文中提到，人工智能技术驱动的视频编辑软件仍然是消费类人工智能的一个主要场景。这类应用 将智能剪辑、字幕和其他耗时的过程简化为"一键式"解决方案。其中，移动端在混合视频照片编辑应用 程序中最具代表性的产品之一便是VivaCut。 韩晟介绍，VivaCut于2019年上线，相较公司最早推出的剪辑软件小影App，该产品主要面向18—25岁 的年轻用户，同时在使用体验上也区别于主打简单、好用的小影App，VivaCut能提供多层时间轴、画 中画、混合视频、关键帧动画、蒙版等诸多功能。他表示，近两年，随着生成式人工智能技术的快速发 展，VivaCut一方面强化了AI音视频相关的技术能力，另一方面推出了海量基于生成式AI能 ...

NEWMARKET, Ontario, July 23, 2025 (GLOBE NEWSWIRE) -- AirBoss of America Corp. (TSX: BOS) (OTCQX:ABSSF) (the “Company” or “AirBoss”) today announced that it will release its second quarter 2025 results after markets close on August 7th, 2025. The release will be followed by a conference call to discuss the results on Friday, August 8, 2025, at 9:00 am ET. SECOND QUARTER 2025 FINANCIAL RESULTS CONFERENCE CALL DETAILS: DATE: Friday, August 8, 2025TIME: 9:00 am ETDIAL-IN NUMBER: 1-833-821-0163 or 1-647-846-229 ...

Core Insights - RTX Corporation's second-quarter 2025 adjusted earnings per share (EPS) of $1.56 exceeded the Zacks Consensus Estimate of $1.45 by 7.6% and improved 10.6% from the previous year's $1.41, driven by growth in adjusted operating profit [1][2] - The company reported GAAP earnings of $1.22 per share, a significant increase from 8 cents in the prior-year quarter [1] Operational Performance - RTX's second-quarter sales reached $21.58 billion, surpassing the Zacks Consensus Estimate of $20.53 billion by 5.1% and reflecting a 9.4% increase from $19.72 billion in the second quarter of 2024 [3] - Total costs and expenses rose 6.4% year over year to $19.48 billion, while adjusted operating profit increased to $2.79 billion from $2.56 billion in the prior-year quarter [4] Segmental Performance - Collins Aerospace: Sales totaled $7.62 billion, up 8.9% year over year, driven by higher commercial aftermarket and defense sales [5] - Pratt & Whitney: Sales reached $7.63 billion, reflecting a 12.2% improvement, attributed to growth in commercial aftermarket and OEM businesses [6] - Raytheon: Sales amounted to $7 billion, up 6.4% year over year, driven by increased sales volume for defense systems [7] Financial Update - As of June 30, 2025, RTX had cash and cash equivalents of $4.78 billion, down from $5.58 billion as of December 31, 2024 [8] - Long-term debt totaled $38.26 billion, a decrease from $38.73 billion at the end of 2024 [10] - Net cash flow from operating activities was $1.76 billion, compared to $3.08 billion at the end of June 2024, and free cash flow totaled $0.72 billion, down from $2.07 billion [10] Guidance - RTX updated its 2025 financial guidance, now expecting adjusted EPS in the range of $5.80-$5.95, down from $6.00-$6.15, with the Zacks Consensus Estimate at $5.93 [11] - The sales projection for 2025 was raised to $84.75-$85.50 billion from the previous guidance of $83-$84 billion, with the Zacks Consensus Estimate at $84.13 billion [12]

Financial Data and Key Metrics Changes - NXP reported Q2 revenue of $2,930 million, a decrease of 6% year on year, but $26 million better than the midpoint of guidance [7][15] - Non-GAAP operating margin for Q2 was 32%, down 230 basis points year on year, but 20 basis points above the midpoint of guidance [7][16] - Non-GAAP earnings per share for Q2 was $2.72, which was $0.06 better than the midpoint of guidance [15] - Total debt at the end of Q2 was $11,480 million, down $247 million sequentially [18] - Cash flow from operations was $779 million, resulting in non-GAAP free cash flow of $696 million or 24% of revenue [19] Business Line Data and Key Metrics Changes - Automotive revenue is expected to be flat year on year in Q3 but up in the mid-single digit range sequentially [10] - Industrial and IoT revenue is expected to be up in the mid-single digit range year on year and high single digits sequentially [10] - Mobile revenue is expected to be up in the low single digit range year on year and mid-20% range sequentially [10] - Communication infrastructure and other is expected to be down in the upper 20% range year on year and flat sequentially [10] Market Data and Key Metrics Changes - Distribution inventory was consistent with guidance of nine weeks, below the long-term target of eleven weeks [8][15] - The automotive market is showing signs of recovery, with Tier one customers approaching normalized inventory levels [9][10] Company Strategy and Development Direction - NXP is focusing on managing profitability and earnings while strengthening its competitive portfolio through recent acquisitions [13][23] - The company is consolidating its legacy front-end factories as part of a hybrid manufacturing strategy [23] - NXP aims to align its manufacturing footprint with market demands and is preparing for future customer requirements [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in an emerging cyclical recovery based on several positive signals, including growing customer backlog and increased order signals [12][24] - The tariff environment remains uncertain, but its direct impact on NXP's financials is currently immaterial [12][24] - Management highlighted the importance of shipping to natural end demand as inventory burn at Tier one customers moderates [39][64] Other Important Information - NXP expects to resume share buybacks in Q3 after pausing due to capital requirements related to acquisitions [18] - The company anticipates Q3 revenue to be $3,150 million, down about 3% year on year and up 8% sequentially [20] Q&A Session Summary Question: How does the cyclical confidence compare quarter over quarter? - Management noted that confidence has improved, with signals indicating a strengthening up cycle compared to the previous quarter [28] Question: What is the impact of running fabs at higher utilization on gross margins? - Management indicated that the impact on gross margin from running fabs hot is minimal, and they have mechanisms to manage operating expenses related to acquisitions [30] Question: How does NXP's automotive recovery compare to peers? - Management stated that while automotive sales are flat year on year, they expect significant sequential growth, particularly as inventory burn moderates [36][39] Question: What are the signs for increasing channel inventory? - Management is monitoring several trends, including order backlogs and supplier escalations, to determine if inventory levels should be increased [54] Question: What is the contribution from recent acquisitions? - The recent acquisition of T2Tech Automotive is expected to have an immaterial impact on revenue and gross margin in the near term, but it will contribute to NXP's software-defined vehicle capabilities [42] Question: What are the visibility trends for the rest of the year? - Management expressed optimism about automotive growth driven by software-defined vehicles and noted that inventory burn is moderating, allowing for growth without macroeconomic improvements [72][76]

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本文来源：时代财经 作者：张照 今年以来，游戏版号的发放节奏明显加快，为新游戏的发行上线按下了"快进键"。 这一积极变化为游戏行业注入了强大动力，许多A股游戏公司纷纷迎来业绩增长的契机，上半年业绩表现亮眼，预喜消息不断。 图源：图虫 据时代财经统计，截至7月15日，共有游族网络（002174.SZ）、天娱数科（002354.SZ）、ST凯文（002425.SZ）、ST华通（002602.SZ）、完美世界 （002624.SZ）、天舟文化（300148.SZ）、冰川网络（300533.SZ）、浙数文化（600633.SH）、文投控股（600715.SH）、*ST大晟（600892.SH）、电魂网 络（603258.SH）11家A股上市游戏公司披露了2025年半年度业绩预告。 其中，8家公司预盈，游族网络、ST华通、天舟文化、浙数文化等4家公司业绩预计大幅增加，完美世界、冰川网络两家公司预计大幅扭亏，但同时仍有3家 公司上半年业绩预计亏损。 4家公司业绩预计翻番 据时代财经统计，在8家上半年业绩预盈游戏公司中，游族网络归母净利润增长幅度最大，今年上半年归母净利润预计为4000万元至6000万元，同比增长 768. ...