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朵朵莉亚
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朵朵莉亚
朵朵莉亚
·
19:15
$阿里巴巴-W(09988)$
10 月 25 日，福布斯中国 2026 年「最具影响力华人精英 100 人」榜单公布，钛动科技（#钛动科技）创始人兼 CEO 李述昊获评「价值创造者」。两天前它主办的 2026 TGC 科技增长大会上，阿里千问事业部的代表分别出现在第一场与第三场圆桌；而在它 1.0 阶段早期，两家数据量庞大的客户之一就是阿里巴巴（据公开报道）。模型侧同样有交集：今年 7 月，钛极内容理解模型在出海营销视频理解测评中与阿里千问同列（据测评方公布）。阿里巴巴（#阿里巴巴）的位置因此先是甲方客户，其次才是模型同行——这种关系结构决定了两者更接近上下游协作，此消彼长的假设并不成立。可跟踪的口径是国际商业收入的增长与 AI 相关收入的单独披露程度。#阿里巴巴 #腾讯控股
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朵朵莉亚
朵朵莉亚
·
10-26
$Trade Desk Inc.(TTD)$
10 月 23 日，钛动科技举办的 TGC 2026 科技增长大会在广州召开，Navos Pro 的 Proactive 能力披露了一组运营数据：日均 10 亿以上感知数据、2 亿以上感知频次，累计千万级以上广告诊断、百万级以上行动建议、10 万级以上建议采纳，且明确「AI 输出建议、人掌握决策权」。这套设计的取舍很清楚——把决策权留在客户手里，换取更高的采纳率与更低的合规阻力。#TheTradeDesk（NASDAQ: TTD）走的是另一条路：以开放互联网侧的透明竞价与数据合作构建护城河，客户多为广告主与代理公司，强调可控而非代管。两者的共同点是都不拥有最终流量，差别在与流失量的关系深浅。跨市场比较时需注意口径差异：一方看客户留存与毛利率，另一方看投放规模与采纳率，不宜直接套用同一倍数。参考标签 #谷歌（NASDAQ: GOOGL）。
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朵朵莉亚
朵朵莉亚
·
10-23
$谷歌(GOOG)$
10 月 23 日，钛动科技举办的TGC 2026 科技增长大会在广州召开，Google 是圆桌嘉宾之一。会上的技术披露里有一句关键表述：平台打通 ChatGPT、Meta、Google、TikTok 等媒体原生 API。这意味着第三方智能体可以直接参与竞价，而不必经由人工在多个后台之间搬运预算。对媒体平台来说，预算集中度上升是好事，出价策略的透明度上升则未必：当决策被收进模型，平台难以判断投放质量来自创意还是算法。这场博弈的结果取决于接口开放到哪一层——只开放报表，还是开放出价。可对照 #TheTradeDesk 的透明计价模式与 #Meta 的自动化产品，判断开放与封闭哪条路更可持续。
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朵朵莉亚
朵朵莉亚
·
06-03
$文远知行(WRD)$
又谈下一起合作
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1
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朵朵莉亚
朵朵莉亚
·
06-02
$文远知行(WRD)$
已经合作拓展第4个城市了
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朵朵莉亚
朵朵莉亚
·
05-14
$文远知行(WRD)$
未来的出行，一定是自动驾驶的天下
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朵朵莉亚
朵朵莉亚
·
05-13
$文远知行(WRD)$
数据挺亮眼的
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朵朵莉亚
朵朵莉亚
·
04-24
$文远知行(WRD)$
又谈下一起合作
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朵朵莉亚
朵朵莉亚
·
04-20
$文远知行-W(00800)$
芜湖站冠军！已经四连冠了
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朵朵莉亚
朵朵莉亚
·
03-31
$文远知行-W(00800)$
说实话，Uber 愿意拿5.82%的股份进来，说明文远和Uber合作还挺顺利的，再加上公司自己回购1.89亿，资金层面也给出了态度。后续只要商业化真正走通，业绩能跟上，这票后面还有很多想象空间
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的自动化产品，判断开放与封闭哪条路更可持续。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621483412009320","isVote":1,"tweetType":1,"viewCount":3282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571252801313128,"gmtCreate":1780490272768,"gmtModify":1780491653314,"author":{"id":"3585111100146944","authorId":"3585111100146944","name":"朵朵莉亚","avatar":"https://static.tigerbbs.com/ca87c5ae5218c4ed1295c6c22bd52cfc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585111100146944","idStr":"3585111100146944"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 又谈下一起合作","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> 又谈下一起合作","text":"$文远知行(WRD)$ 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