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雁门关向东二万五千里
雁门关
IP属地：湖北
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-10 21:12
$英伟达(NVDA)$
财报前拉到200，机构先出一部分货。
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-10 19:05
垃圾的很，
彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！
去年是DeepSeek，今年是Seedream！ 智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。智谱今日一度暴涨超24%。
彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-06
$白银主连 2603(SImain)$
废了
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5
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-05
$黄金主连 2604(GCmain)$
5200－5600积累了大量实物黄金卖家.
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229
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-04
$天然气主连 2603(NGmain)$
拉起来。
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-03
$天然气主连 2603(NGmain)$
美伊冲突已无法避免，开战吧。
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97
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-03
$黄金2604(GC2604)$
4000点可以上车
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-02
4000见
@留厦来：
$黄金主连 2604(GCmain)$ 很快就会反弹了
$黄金主连 2604(GCmain)$ 很快就会反弹了
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雁门关向东二万五千里
雁门关向东二万五千里
·
02-01
$两倍做空彭博天然气ETF-ProShares(KOLD)$
还有活着的吗？多头已经没有力量了，
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454
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雁门关向东二万五千里
雁门关向东二万五千里
·
01-30
$白银主连 2603(SImain)$
微软暴跌，基本算ai泡沫破了，全部炒作结束。
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align-Center color0\"> 大模型“春节档”来了</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L color210\">据报道，今日，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。Seedream 5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。</font></p>\n<p cms-style=\"font-L\"> 根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。</p>\n<p cms-style=\"font-L\"> 最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股<span><a href=\"https://laohu8.com/S/301231\">荣信文化</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000892\">欢瑞世纪</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603533\">掌阅科技</a></span><span></span>2连板，<span><a href=\"https://laohu8.com/S/300364\">中文在线</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300182\">捷成股份</a></span><span></span>高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”</p>\n<p cms-style=\"font-L\"> 除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。</p>\n<p cms-style=\"font-L\"> 另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是<a href=\"https://laohu8.com/S/02513\">智谱</a>即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。</p>\n<p cms-style=\"font-L align-Center color0\"> 摩根大通发声</p>\n<p cms-style=\"font-L\"> 在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L\"><font cms-style=\"font-L color210\">报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">”</font></font></font><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">。</font></font></p>\n<p cms-style=\"font-L\"> 摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。</p>\n<p cms-style=\"font-L\"> 这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话说，行业已经不再奖励“能不能做模型”，而是奖励“能不能长期活下来”。</p>\n<p cms-style=\"font-L\"> 在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注“交付能力、稳定性与可持续性”。</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L color210\">摩根大通强调，在中国市场，把AI能力送到用户面前、并把钱收回来，或许往往比模型本身更重要。模型能力本身并不必然转化为盈利能力，分发和变现路径在中国市场尤为关键。未来竞争的核心不再是“谁能训更大的模型”，而是：谁的推理更便宜；谁的利用率更高；谁能掌握定价权。</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘<a href=\"https://laohu8.com/S/600847\">万里</a> SF014</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 15:47 北京时间 <a href=https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年是DeepSeek，今年是Seedream！\n 智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。\n 此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2958907307044929d330311c413c1a4f","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","AI":"C3.ai, Inc.","UPST":"Upstart Holdings, Inc.","LU0787776722.HKD":"AB 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INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","JPM":"摩根大通","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4550":"红杉资本持仓","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2610614662","content_text":"去年是DeepSeek，今年是Seedream！\n 智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。\n 此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，凭借“文本/图片生成电影级视频”的突破性能力成为行业内外焦点。\n 摩根大通证券（中国）发布最新研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》指出，中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。”\n 大模型“春节档”来了\n 据报道，今日，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。Seedream 5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。\n 根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。\n 最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股荣信文化、欢瑞世纪、掌阅科技2连板，中文在线、捷成股份高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”\n 除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测阿里巴巴千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。\n 另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是智谱即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。\n 摩根大通发声\n 在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。\n 报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家”。\n 摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。\n 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