大模型日报| 字节跳动对多模态又有了新创意，HBM刻蚀需求爆发

Ofweek光电信息网01-09

01重大发布（新模型/产品/开源）①阿里千问开源持续进行中：Embedding与Reranker系列登场阿里通义千问团队于1月8日再度开源两款名为模型Qwen3-VL-Embedding和Qwen3-VL-Reranker的模型。上述模型是业内首批基于Qwen3-VL架构打造的开源多模态嵌入与重排序模型，主要用于将多模态和混合模态内容（包括但不限于文本、图像、音频和视频）统一映射至同一个高维语义...

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explodes","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"ALBmain":0.6,"09988":1.87,"BABA":1.87,"HBBD.SI":0.6},"content_text":"01重大发布（新模型/产品/开源）①阿里千问开源持续进行中：Embedding与Reranker系列登场阿里通义千问团队于1月8日再度开源两款名为模型Qwen3-VL-Embedding和Qwen3-VL-Reranker的模型。上述模型是业内首批基于Qwen3-VL架构打造的开源多模态嵌入与重排序模型，主要用于将多模态和混合模态内容（包括但不限于文本、图像、音频和视频）统一映射至同一个高维语义空间，以此实现“看图找文”、“看文搜视频”等跨模态检索能。两款模型分别有2B和8B两种参数规格的版本，支持32K上下文窗口和任务指令定制。目前，上述模型已经在Hugging Face、ModelScope和GitHub全面开源。短评：目前AI的多模态能力仍然存在一定局限性，对于复杂内容的识别，哪怕是Gemini 3 Pro的效果都谈不上有多理想。阿里千问团队延续了开源的技术路线，为跨模态识别领域提供了两款重要的基座模型。它们未必能立刻解决所有的识别难题，但仍然为行业提供了新的思路。在闭源模型的“黑箱”问题越来越严重的情况下，开源策略反而可能成为多模态领域实现突破的关键方法。②OpenAI深入医疗行业：OpenAI for Healthcare已落地多家顶级医院OpenAI昨日推出了新产品OpenAI for Healthcare，这是一套专门为医疗行业打造、支持HIPAA（健康保险携带和责任法案）合规的AI产品组合。两款产品的相继发布，证明OpenAI已经开始系统性地进入医疗领域的核心场景。这一产品组合主要包含两部分：一是ChatGPT for Healthcare：基于GPT-5.2模型设计，目标是优化临床、科研和运营工作流。它能够引用数百万篇同行评审文献、临床指南和公共卫生建议，并附带完整出处，同时也支持对接医院内部的政策数据库，确保其回答与机构标准保持一致；二是OpenAI API for Healthcare：面向开发者设计，支持构建病历摘要、随访调度、环境听诊等定制化工具，已有Abridge、Ambience等公司基于这一产品开始打造临床辅助应用。目前，波士顿儿童医院、Cedars-Sinai、斯坦福医学儿童健康、UCSF和HCA医疗集团等顶尖机构已开始部署。早期试点结果显示，AI辅助有助于降低诊疗错误率。短评：相比之前的ChatGPT Health，OpenAI的这款新产品进一步涉足了医疗行业更深层的领域，需求扩展也会带来更高的风险。但是，OpenAI仍然让医生作为决策者，明确强调“Clinicians stay in charge”，不代替医生做出诊断，也不轻易回答医学问题，其功能聚焦于辅助整合、文档生成、结合患者情况提供机构指南和最新文献等，最大程度避免了信任与合规相关问题。如果这一产品组合能够实现规模化应用，各大医院接入OpenAI生态后就会形成平台依赖，GPT-5也将成为智能医疗的底层基础设施。③智谱GLM-5即将发布，目标AGI底层突破在智谱完成上市的同时，清华大学计算机系教授也正式宣布：智谱的新一代大模型GLM-5即将问世。在2025年，智谱模型的高速迭代领跑国内AI行业，从年初试探性地发布GLM-4.1，到7月GLM-4.5的正式发布，再到9月的GLM-4.6和12月的GLM-4.7，这家国内AI初创企业的模型能力已经能够和国际顶尖模型同台竞技。两周前发布的GLM-4.7在代码、Agent和多语言任务中拿下多项开源与国产模型SOTA，目前在Aritificial Analysis新版本的智能程度排行榜上位居全球第7，国内第1。唐杰表示，智谱的新模型GLM-5将继续以实现AGI为目标，在以下三方面实现技术突破：一是超越Transformer的全新架构：随着AI能力的增强和应用场景的扩大，Transformer架构存在的长上下文计算开销过大、记忆机制僵化等弊端正在被逐步扩大，智谱需要研发新的模型架构，并推进“芯片-算法协同设计”以提升能效；二是更加通用的强化学习范式：模型训练不再局限于代码等可验证环境，而是支持数十个小时的复杂任务执行；三是持续学习和自主进化：目前的模型在完成训练后，其智能程度就已经被确定，智谱将布局在线学习能力，使AI在推理阶段仍能提升智能。短评：GLM-5提出的三大技术突破方向均属于AI学术领域内公认的硬核难题，短期内难以在产品上实现落实，模型在真实任务中的可靠性和成本效益更加值得关注。④Grok Code即将迎来重大升级马斯克昨日发布消息称xAI将在下一个月对旗下编程推理模型Grok Code系列产品进行一次重量级更新，新版本的模型将显著提升在复杂场景中的编程能力。对于较大的程序项目，过去的模型需要开发者进行分步引导和多轮调试以完成编码任务，未来有望通过单次提示直接完成。短评：Vibe Coding（氛围编程）的应用场景越来越丰富，面对Claude Code在编程领域一家独大，Google、OpenAI和xAI都纷纷出手开始进入市场竞争。目前，在Artificial Analysis的编程排行榜上，Grok 4与其他三家相比稍显落后，本次更新预计能达到同一水平。未来，上述几款产品的能力差距将进一步被压缩，token价格将成为短期竞争的关键指标。⑤阿里云发布多模态交互开发套件在阿里云的通义智能硬件展上，其最新开发的多模态交互开发套件首次亮相。这一套件的主要亮点如下：一是低成本快速接入：适配30款以上的主流终端芯片，未来将与玄铁协同实现软硬件一体优化；二是超低交互时延：端到端语音响应只需1秒，视频交互只需1.5秒，支持全双工对话与实时视觉理解；三是开箱即用的生态：预置多种常用Agent，接入阿里云百炼生态，可通过A2A协议兼容第三方Agent，灵活扩展业务场景。短评：新套件的发布是阿里注重AI应用层和Agent落地的又一重大举措。阿里将通义系列大模型的能力深度封装到硬件开发套件中，这些具备感知、规划和执行能力的智能体就可以真正融入用户的生活并解决问题。在下一代人机交互入口的竞争中，掌握终端交互的体验才能定义AI的形态。02技术进展（论文/SOTA/算法）①字节跳动DreamStyle：三模态引导的视频风格化框架字节跳动对于多模态又有了新的创意。近日，字节在Github上上传了一个名为DreamStyle的统一、高效的视频风格化框架，支持文本描述、风格参考图、首帧引导三种输入方式生成特定风格的视频，并通过自研的数据管道和token级的LoRA微调技术，显著提升了长视频风格的一致性和画面质量，在真实的评测中超越了现有的方法。传统的视频风格化工具大多只能处理单一样式的输入（如文生视频和图生视频），导致视频时间一旦延长，就会导致效果不稳定、时序闪烁严重等问题。DreamStyle采用了自建的高质量训练数据集，结合SDXL（Stability AI团队开发的开源文生图框架）、Seedream 4.0和ControlNet（可控图像生成技术）以确保风格迁移的准确性和运动的连贯性。同时，该框架基于阿里开源的Wan14B-I2V模型架构，引入Token-specific LoRA技术，有效区分不同条件的信号以减少语义混乱。短评：该框架聚焦于风格迁移这一明确任务而设计，对于短视频平台和广告公司来说具备一定商业价值。不过，部署门槛可能较高，是否支持轻量化或边缘设备有待观察。03算力与基础设施（芯片/云/数据中心）①东京电子提升48%资本开支押注HBM驱动的蚀刻设备需求根据日经新闻消息，全球半导体设备巨头东京电子（Tokyo Electron）即将加大AI算力基建的相关投入，公司预计在2026财年将资本支出提升48%至2400亿日元，创下历史新高，同时，研发投入增长16%达到2900亿日元。这一激进投资的核心逻辑，是押注HBM（高带宽内存）扩产带来的先进蚀刻设备需求爆发。由于英伟达等高端AI厂商的芯片产品广泛采取多层堆叠HBM，各大DRAM制造商都在加速扩产。HBM三巨头中的三星和海力士都已经宣布投入数十亿美元新建HBM产线，预计于2027年至2028年投产。为了提升AI芯片的性能，每增加一层HBM堆叠，就需要更多的精密蚀刻设备用以构建芯片之间的精密互连结构，而这正是东京电子的核心业务之一。2025财年，东京电子的DRAM互连蚀刻系统销售额已经突破千亿，预计到2030年，累计销售额将达到5000亿日元。为迎合这一需求爆发的周期，东京电子于日本多地扩建研发、生产与物流中心。短评：目前看来，AI的浪潮不会衰退，HBM的供给不足问题已经对算力增长造成阻碍，因此这一投资伴随的风险几乎可以忽略。AI硬件的竞争，已经从GPU扩展到HBM，并进一步向上游制造设备延伸。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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