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MINISO Boosts Creative Lineup With Artist Collaborations
Yahoo Finance· 2025-10-02 13:40
Group 1 - MINISO Group Holding Limited (NYSE:MNSO) is implementing an in-house proprietary IP incubation plan to enhance its intellectual property portfolio and growth prospects [1] - The company has collaborated with nine artists to create new designs and collections, indicating a strategic focus on innovation [1] - The new IP YOYO has gained traction since June, contributing to sales growth both online and in-store, with plans for international expansion [2] Group 2 - Other IPs such as DUNDUN Chicken, PenPen Penguin, and Gift Bear and Friends have also significantly contributed to MINISO's growth [2] - Gift Bear and Friends has generated over $28.1 million in sales since its launch in October 2023, showcasing the success of the company's IP strategy [3] - CEO Ye Guofu emphasized that the investment in proprietary IP is a long-term commitment aligned with emerging trends rather than a short-term commercial strategy [3] Group 3 - MINISO is a Chinese investment holding company focused on retail and wholesale of design-led lifestyle and pop toy products, including home decor, accessories, beauty tools, and toys [4] - The company was founded in 2013 and operates a character-themed store in Vietnam, expanding its market presence [4]
手机AI智能体生态升温:厂商全面押注 实用性与隐私保护待升级
Xin Jing Bao· 2025-10-01 07:20
近日,随着华为宣布投入10亿元启动"天工计划"以及高通联合主流安卓厂商启动"AI加速计划",手机AI 智能体升级及其生态扩张进一步加速。 从荣耀的YOYO、vivo的蓝心小V到华为的小艺智能体,AI智能体成为手机标配的同时,通过与第三方 App及其他智能体的联动,打响了新一轮的生态竞争。 手机厂商全面押注"智能体"生态 "今年大家的AI发展思路已经进入到一个新的阶段。"IDC中国研究经理郭天翔向新京报贝壳财经记者表 示,之前AI还处于对手机原有功能的改善或提升阶段,且更多地借助云端大模型,现在厂商都开始强 调AI智能体。 "手机通过内置本地化端侧模型,真正区分了AI手机与用户下载第三方AI应用在功能上的差异,同时, AI 智能体可以自己执行任务,为手机消费者提供更个性化的服务。"郭天翔说。 目前,中国主流手机厂商已全面布局AI智能体赛道,从传统语音助手向具备自主决策和执行能力的AI 智能体演进。同时,为了增强手机智能体跨应用任务完成能力,手机厂商还加快推动智能体框架及生态 建设。 今年6月底,华为发布了全新的鸿蒙智能体框架(HMAF),目标是构建一个具备自主决策和群体协作 能力的AI生态系统,让系统内的所有智 ...
AI类岗位增加25%,荣耀全球百万雄鹰计划走进高校
Nan Fang Du Shi Bao· 2025-09-24 11:31
AI(人工智能)技术正深刻重塑终端行业,而这场变革的核心,正从技术参数的竞争,转向对底层人 才储备的竞争。 日前,南都湾财社记者从荣耀方面获悉,荣耀2026届全球校园招聘已启动,其规模覆盖全国27座城市的 120多所高校。值得注意的是,2026届校招的AI、算法类等岗位数较2025届增加了25%,招聘人数增幅 更大。 这场校招是荣耀"全球百万雄鹰计划"的关键落地环节。据悉,宣讲现场还设置了前沿AI功能体验区,也 被外界视为一次招聘方法论的革新。 这更像是一场大型的AI"开卷考试"。荣耀将其最前沿的AI能力直接部署在求职者面前,通过观察学生如 何理解和运用AI工具解决实际问题,来筛选那些真正具备"AI思维"的未来人才。 从内部组织架构的重塑,到对外高调的引才计划,再到如今将触角深入校园,荣耀的所有动作都指向同 一个战略核心:在AI重构终端产业的前夜,必须率先锁定能打赢未来战争的"人"。这也折射出在行业智 能化转型背景下,头部厂商在人才争夺战中,正将阵线前移至校园,并试图建立新的筛选标准。 一场AI"开卷考试" 传统的校园招聘,更像是一场企业对学生的单向信息输出。但记者了解到,荣耀此次却选择了一种截然 不同的方式 ...
大行评级|瑞银:上调名创优品目标价至28美元 同店销售增长呈现加速趋势
Ge Long Hui· 2025-08-22 06:28
Core Viewpoint - UBS reports that MINISO's same-store sales growth is accelerating in both China and the United States, driven by a low base effect and strong demand for plush toys [1] Group 1: Sales Performance - In China, management's efforts in channel upgrades, such as MINISO Land and flagship stores, have been successful, with same-store sales growth turning positive year-on-year in Q2 [1] - Q3 is expected to see a significant acceleration in same-store sales growth from low single digits in Q2 to high single digits [1] Group 2: Profitability - UBS forecasts that the store-level profit margin will remain flat year-on-year for the first half of the year, with significant improvement expected in July and continued improvement in the second half [1] Group 3: IP Strategy - MINISO's proprietary IP, YOYO, was successfully launched in June, with the first batch of products selling out quickly, generating an estimated total merchandise volume (GMV) of approximately 40 million yuan this year, with a target of over 100 million yuan by 2026 [1] - The acquisition of IP Nommi by Top Toy is expected to generate 250 million yuan in GMV this year, compared to 100 million yuan in 2024 [1] Group 4: Financial Forecasts - UBS has raised its adjusted net profit forecasts for MINISO for 2025 to 2027 by 1% to 2%, maintaining a "Buy" rating [1] - The target price for MINISO's U.S. stock has been increased from $25 to $28 [1]
直击WAIC2025|手机Agent竞赛升级:荣耀发布多模态感知大模型MagicGUI,从单智能体任务执行到多智能体协同
Mei Ri Jing Ji Xin Wen· 2025-07-26 09:47
Core Insights - The article emphasizes that the era of AI in smartphones should extend beyond basic functionalities like translation and document processing, advocating for a broader imagination of AI's capabilities in mobile devices [1] - Honor's release of the MagicGUI model, with 7 billion parameters, marks a significant advancement in AI assistants, evolving from traditional voice assistants to more capable digital assistants that can understand complex needs and execute multi-step tasks [1][2] Group 1: Evolution of AI Assistants - Since the rise of large models in 2023, major smartphone manufacturers have recognized the shift from basic voice assistants to lightweight intelligent agents capable of perception, reasoning, decision-making, and operation [2] - Honor's YOYO has evolved from executing single tasks to coordinating multiple intelligent agents, showcasing a significant leap in functionality compared to traditional voice assistants [2][7] Group 2: Comparison with Competitors - Apple's Siri, introduced in 2011, has seen limited updates and remains largely underutilized, while Android counterparts like Honor's YOYO, Vivo's "Blue Heart Little V," and Xiaomi's "Super Xiao Ai" have advanced to task-oriented intelligent agents capable of executing complex tasks [5][6] - The transition from app-driven interactions to agent-driven frameworks signifies a major shift in user-device interaction, with AI assistants taking the lead in understanding and executing tasks [8] Group 3: Technical Advancements - The MagicGUI model employs a two-phase training paradigm, enhancing the model's screen perception and positioning capabilities through large-scale GUI knowledge injection and reinforcement learning [9] - The trained MagicGUI model allows YOYO to think and act based on visual information from the screen, improving its efficiency and adaptability in task execution [9] Group 4: Open Source Initiative - Honor has announced that the MagicGUI model and related testing data will be made available on open-source platforms, promoting collaboration and further development in the field [9]
隔屏有手,AI手机自动点咖啡背后,是偷偷启动的无障碍功能
3 6 Ke· 2025-06-16 09:08
Core Viewpoint - The rapid advancement of technology, particularly AI in smartphones, raises significant concerns regarding user privacy and data security, as the convenience of AI features may come at the cost of personal information exposure [1][2][20]. Group 1: AI Smartphone Features - AI smartphones are increasingly promoting voice-activated features that allow users to perform tasks like ordering food with simple commands, showcasing advancements in user convenience [2][5]. - Major brands such as Xiaomi, Honor, Vivo, and Huawei are competing in the AI smartphone market, with Honor's Magic7 Pro being highlighted for its smooth performance in executing voice commands [5][7]. - Despite the advancements, the current AI capabilities are still in the early stages, with many tasks requiring manual intervention, indicating that the technology has not yet fully realized its potential [7][20]. Group 2: Privacy Risks - The use of accessibility features in AI smartphones, originally designed to assist users with disabilities, has raised concerns as these features can be exploited to access sensitive user data without explicit consent [9][10]. - Reports indicate that malicious applications can misuse accessibility permissions to gain control over user devices, leading to potential privacy violations and financial fraud [11][12]. - The complexity of privacy agreements and the lack of clear user consent processes for enabling accessibility features contribute to the risk of unintentional data exposure [19][21]. Group 3: Regulatory and Ethical Considerations - Experts emphasize the need for clear user consent and transparent processes when enabling AI features that utilize accessibility functions, as failure to do so may infringe on user rights and privacy [20][21]. - The introduction of new standards, such as the Model Context Protocol (MCP), aims to enhance the integration of AI systems while addressing privacy concerns, but the current landscape still requires vigilance from users and developers [22][23].