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谷歌Gemini2.5Pro预览版上线，编码性能跃居行业领先

简报：

• 谷歌近日发布了 Gemini2.5Pro 预览版（06-05），主打企业级应用，称其在编码和推理能力上超越 OpenAI、Anthropic、xAI 的主要竞品，包括 DeepSeek R1 和 Grok 3 Beta。
• 新版本在多项基准测试中成绩显著提升，LMArena 得分提升24分，WebDevArena 得分提升35分至1443分，列行业前茅。
• Gemini2.5Pro 在风格与结构上优化，回答更具创意和规范性，用户请求限制放宽，并沿用每百万 tokens $1.25 的定价。
• 该模型正被广泛集成于各类应用，帮助谷歌重回大型语言模型市场前沿，开发者已陆续展开新版本测试。

相关链接：

• 谷歌 Gemini2.5Pro 预览版正式上线，多项 AI 跑分大幅提升
• AI Studio Gemini2.5Pro 更新：业界跑分第一，功能细节公布
• 谷歌发布 Gemini 2.5 Pro 预览版，性能超越 OpenAI 等竞品

Google Gemini 2.5 Pro Preview Released, Coding Performance Leaps to Industry Lead 🚀

Briefing:

• Google recently launched the Gemini 2.5 Pro preview (06-05), primarily targeting enterprise applications. Google claims it surpasses major competitors from OpenAI, Anthropic, and xAI, including DeepSeek R1 and Grok 3 Beta, in coding and reasoning capabilities.
• The new version has significantly improved scores in multiple benchmark tests. Its LMArena score increased by 24 points, and its WebDevArena score rose by 35 points to 1443, placing it at the forefront of the industry. 📈
• Gemini 2.5 Pro features optimized style and structure, offering more creative and standardized responses. User request limits have been relaxed, and it maintains the pricing of $1.25 per million tokens.
• The model is being widely integrated into various applications, helping Google regain its leading position in the large language model market. Developers have already begun testing the new version. ✨

Relevant Links:

• Google Gemini 2.5 Pro preview officially launched, multiple AI benchmark scores significantly improved
• AI Studio Gemini 2.5 Pro Update: Industry's top benchmark score, functional details announced
• Google releases Gemini 2.5 Pro preview, performance surpasses OpenAI and other competitors

OpenAI计划对《纽约时报》版权诉讼提起上诉

简报：

• OpenAI表示将对《纽约时报》起诉其和微软侵犯版权一案的诉讼请求提起上诉，并称该诉讼没有事实依据。
• 《纽约时报》此前指控OpenAI和微软未经许可使用其文章内容训练AI模型，涉嫌侵犯版权，OpenAI认为其行为属于合理使用公开互联网内容。
• OpenAI强调将继续推动人工智能技术发展，并希望与内容创作者和出版商探索互利合作模式。

相关链接：

• 36氪报道

OpenAI Plans to Appeal The New York Times Copyright Lawsuit

Brief:

• OpenAI announced its intention to appeal the lawsuit filed by The New York Times, which accuses OpenAI and Microsoft of copyright infringement, stating that the lawsuit lacks factual basis. ⚖️
• The New York Times previously accused OpenAI and Microsoft of suspected copyright infringement for allegedly using its article content to train AI models without permission. OpenAI maintains that its actions constitute fair use of publicly available internet content. 🤔
• OpenAI emphasized its commitment to continuing the advancement of AI technology and expressed its hope to explore mutually beneficial cooperation models with content creators and publishers. 🚀

Related Links:

• 36Kr Report

特斯拉新一代AI芯片Dojo2年内即将发布，马斯克称其性能可与英伟达B200媲美

简报：

• 特斯拉CEO马斯克通过社交媒体宣布，下一代AI芯片Dojo2预计将在今年晚些时候正式上线，其AI训练能力与英伟达B200系统具有可比性。
• 马斯克表示，新一代芯片将带来更高性能，而Dojo系列芯片未来还可能应用于自动驾驶以外的多种AI场景。
• 目前初代Dojo芯片已量产，采用台积电先进技术，特斯拉在AI芯片领域的持续投入有望加速汽车智能化和自动驾驶的发展。

相关链接：

• AIBASE相关报道

Tesla's Next-Gen AI Chip Dojo 2 Expected This Year, Musk Claims Performance Comparable to NVIDIA B200

Brief:

• Tesla CEO Elon Musk announced via social media that the next-generation AI chip, Dojo 2, is expected to officially come online later this year, with AI training capabilities comparable to NVIDIA's B200 system. 🚀
• Musk stated that the new generation chip will deliver higher performance, and the Dojo series chips may also be applied to various AI scenarios beyond autonomous driving in the future. 💡
• The first-generation Dojo chip is currently in mass production, utilizing TSMC's advanced technology. Tesla's continued investment in AI chips is expected to accelerate the development of vehicle intelligence and autonomous driving. 🏎️

Related Link:

• AIBASE Related Report

辉达市值逼近微软，AI动能助力股价两月飙升超50%

简报：

• 辉达（NVIDIA）近两个月股价累计上涨超50%，市值达到3.45万亿美元，接近市值龙头微软。
• 本轮涨势源自优于预期的财报，消除了市场对中国市场风险、Blackwell芯片量产及AI资本支出持续性的三大疑虑。
• 最新财报显示，辉达中国市场营收占比降至13%，同时积极开拓中东市场，Blackwell芯片量产进展顺利。
• 微软、Meta、Google与亚马逊未来两年AI资本支出预计达到3,300亿美元，支持了辉达持续增长预期。
• 机构分析普遍给出“买进”评级，目标价平均为170美元，仍有24%上涨空间，多位专家看好2026年前辉达创出新高。

相关链接：

• SETN财经新闻报道1
• SETN财经新闻报道2

NVIDIA's Market Cap Nears Microsoft, AI Momentum Fuels Stock's Over 50% Surge in Two Months

Brief:

• NVIDIA's stock price has surged over 50% in the past two months, reaching a market capitalization of US$3.45 trillion and approaching market leader Microsoft. 🚀
• This rally stems from better-than-expected earnings reports, which alleviated three major market concerns: risks in the Chinese market, mass production of Blackwell chips, and the sustainability of AI capital expenditures.
• The latest financial report shows NVIDIA's revenue share from the Chinese market has decreased to 13%, while it actively expands into the Middle Eastern market. Mass production of Blackwell chips is progressing smoothly.
• Microsoft, Meta, Google, and Amazon's projected AI capital expenditures for the next two years are expected to reach US$330 billion, supporting NVIDIA's continued growth expectations. 💰
• Institutional analyses generally give a "Buy" rating, with an average target price of US$170, implying a further 24% upside. Several experts are optimistic that NVIDIA will reach new highs before 2026. 📈

Related Links:

• SETN Finance News Report 1
• SETN Finance News Report 2

松下家电中国携手阿里云推动智能家电AI赋能

简报：

• 松下家电中国与阿里云达成AI合作，将基于阿里云通义千问大模型，在智能家电产品创新、市场营销、智能客服及提升内部效率等领域展开合作。
• 松下家电中国将利用阿里云AI技术，提升产品智能化水平和优化用户体验。
• 此次合作是松下家电中国推进本土化战略的重要举措，旨在通过AI技术赋能家电产品创新和服务升级。

相关链接：

• 36氪报道
• Aibase新闻

Panasonic Home Appliances China Partners with Alibaba Cloud to Propel AI Integration in Smart Appliances 🚀

Brief:

• Panasonic Home Appliances China has forged an AI partnership with Alibaba Cloud, leveraging Alibaba Cloud's Tongyi Qianwen large model to collaborate across areas including smart home appliance product innovation, marketing, intelligent customer service, and internal efficiency enhancement.
• Panasonic Home Appliances China will utilize Alibaba Cloud's AI technology to elevate the intelligence level of its products and optimize user experience. 💡
• This collaboration marks a significant move for Panasonic Home Appliances China in advancing its localization strategy, aiming to empower home appliance product innovation and service upgrades through AI technology. ✨

Related Links:

• 36Kr Report
• Aibase News