Ant Group has open-sourced LingBot-Video, described as the world’s first open-source video foundation model for embodied intelligence built on a Mixture-of-Experts (MoE) architecture. By replacing traditional dense architectures with MoE to expand capacity while controlling per-inference cost, the 30B-parameter model activates roughly 3B parameters during generation—about three times the inference efficiency of a comparable dense model—aiming to combine large-scale visual expressiveness with the

2026-07-09

Ant Group has open-sourced LingBot-Video, described as the world’s first open-source video foundation model for embodied intelligence built on a Mixture-of-Experts (MoE) architecture. By replacing traditional dense architectures with MoE to expand capacity while controlling per-inference cost, the 30B-parameter model activates roughly 3B parameters during generation—about three times the inference efficiency of a comparable dense model—aiming to combine large-scale visual expressiveness with the efficient inference required for embodied intelligence.

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2026-07-08

此前苹果试图通过“多个应用商店”的法律逻辑,弱化不同设备生态之间的关联性,以降低部分平台服务受到《数字市场法案》(DMA)约束的范围。但法院否定这一思路,意味着监管更加关注实际控制力,而不是企业在技术架构上的拆分方式。 这一判决的长期影响在于,苹果高利润的服务生态可能面临进一步开放压力。包括第三方支付、外部购买渠道以及开发者分成模式,都可能受到更多限制。对于苹果而言,真正受到挑战的不是硬件销售,而是近年来持续增长、高毛利的服务业务。 从市场角度看,投资者关注的并非单次罚款,而是商业模式的边际变化。iPhone进入成熟阶段后,服务收入已经成为苹果估值的重要支撑,如果全球监管持续削弱平台抽成能力,市场可能重新评估科技巨头依靠生态壁垒获取超额利润的模式。而未来科技公司的竞争,不仅是技术和资本竞争,也将是商业模式与监管环境的博弈。

2026-07-08

南向资金今日大幅净买入141.94亿元。港股通(沪)方面,智谱、腾讯控股分别获净买入24.42亿港元、19.2亿港元;小米集团-W净卖出额居首,金额为7.46亿港元;港股通(深)方面,阿里巴巴-W、智谱分别获净买入30.31亿港元、18.88亿港元;建滔积层板净卖出额居首,金额为6.26亿港元。