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微软称AI提升内部效率与节省成本，35%新产品代码由AI生成

简报：

• 微软高管在本周内部演讲中表示，公司积极采用人工智能工具从销售、客户服务到软件工程等各领域提升效率。
• 仅2024年一年，微软利用AI在呼叫中心节省了超过5亿美元，并提升了员工与客户的满意度。
• 微软首席商务官Judson Althoff透露，AI已生成公司35%的新产品代码，加快了产品发布时间。

相关链接：

• 36氪：微软宣传AI带来成本节省，称35%的新产品代码由AI生成

Microsoft Claims AI Boosts Internal Efficiency and Cost Savings, 35% of New Product Code Generated by AI

Briefing:

• Microsoft executives stated in an internal presentation this week that the company is actively adopting AI tools to enhance efficiency across various domains, from sales and customer service to software engineering. 🚀
• In 2024 alone, Microsoft saved over $500 million in its call centers by leveraging AI, while also improving employee and customer satisfaction. 💰
• Judson Althoff, Microsoft's Chief Commercial Officer, revealed that AI has generated 35% of the company's new product code, accelerating product release times. ⚡

Related links:

• 36Kr: Microsoft Promotes AI's Cost Savings, States 35% of New Product Code Generated by AI

OpenAI推行信息隔离等多项新措施全面加强内部安全

简报：

• OpenAI近日宣布实施“信息隔离”政策，严格限制员工对敏感算法和新产品的访问权限，旨在加强知识产权保护及防范泄密。
• 针对开发中的新一代o1模型，仅获授权团队成员可讨论相关细节，增强开发阶段的数据保密性。
• 公司已加强物理与网络安全，包括将核心技术存储于离线系统、办公区域引入生物识别门禁，并推行默认拒绝外部网络接入的政策，所有互联网使用需单独授权。
• 为应对日益加剧的企业间谍风险和行业内部安全隐患，OpenAI还扩充了网络安全团队，同步提升数据中心物理安全。
• 业界认为，这显示了OpenAI在当前全球AI技术与人才激烈竞争形势下，对信息安全的高度重视。

相关链接：

• OpenAI推出新安全政策，强化信息保护
• OpenAI提升核心数据安全，实施多重隔离措施
• OpenAI实施员工信息隔离新政，防止敏感信息泄露

OpenAI Rolls Out New Measures, Including Information Isolation, to Bolster Internal Security 🔒

Brief:

• OpenAI recently announced the implementation of an "information isolation" policy, strictly limiting employee access to sensitive algorithms and new products, aiming to strengthen intellectual property protection and prevent leaks. 🛡️
• Regarding the next-generation o1 model currently under development, only authorized team members are permitted to discuss related details, enhancing data confidentiality during the development phase.
• The company has strengthened both physical and network security, which includes storing core technologies on offline systems, introducing biometric access control to office areas, and implementing a policy of default denial of external network access, with all internet usage requiring separate authorization. 💻
• To counter the escalating risks of corporate espionage and internal industry security threats, OpenAI has also expanded its cybersecurity team, simultaneously enhancing data center physical security.
• Industry observers believe this demonstrates OpenAI's heightened focus on information security amidst the current fierce global competition for AI technology and talent.

Related Links:

• OpenAI Rolls Out New Security Policies to Strengthen Information Protection
• OpenAI Enhances Core Data Security, Implements Multiple Isolation Measures
• OpenAI Implements New Employee Information Isolation Policy to Prevent Sensitive Information Leaks

三星发布2025年款最轻薄折叠手机Z Fold7与Z Flip7

简报：

• 2025年7月9日，三星在“Galaxy Unpacked 2025”发布会正式推出新一代折叠手机Galaxy Z Fold7和Z Flip7。
• Galaxy Z Fold7起售价为1999美元，展开厚度仅4.2mm、折叠厚度8.9mm，配备2亿像素主摄、8.2吋大屏、4400mAh电池及强化转轴，并融入AI Gemini Live功能，提升生产力和多语言翻译等智慧应用，7月25日起全球上市。
• Galaxy Z Flip7起售价1099美元，升级为4.1吋封面大屏及120Hz刷新率，机身更纤薄轻巧（折叠厚度13.7mm，重量188克），主打潮流自拍与AI跨App助手，搭载5000万像素主摄和4300mAh电池。
• 两款手机均有多种颜色和存储组合，搭载最新高性能处理器，主推AI智能体验，以及优化折叠铰链与耐久性，7月25日起在全球特定市场陆续开售。

相关链接：

• 三星新品发布会 Galaxy Unpacked 2025 官方快讯
• SETN 报道：三星推史上最轻薄折叠机Galaxy Z Fold7
• SETN 报道：三星Z Flip7亮点总结

Samsung Unveils Thinnest and Lightest Foldable Phones: 2025 Z Fold7 and Z Flip7 🚀

Briefing:

• On July 9, 2025, Samsung officially launched its new generation of foldable smartphones, the Galaxy Z Fold7 and Z Flip7, at the "Galaxy Unpacked 2025" event.
• The Galaxy Z Fold7 starts at $1999, featuring an astonishingly thin unfolded profile of just 4.2mm and a folded thickness of 8.9mm. It boasts a 200-megapixel main camera, an 8.2-inch large screen, a 4400mAh battery, and an enhanced hinge. Integrating AI Gemini Live, it boosts productivity and offers smart applications like multi-language translation. It will be globally available starting July 25. ✨
• The Galaxy Z Flip7 starts at $1099, upgraded with a 4.1-inch large cover screen and a 120Hz refresh rate. It's slimmer and lighter (13.7mm folded thickness, 188 grams), emphasizing trendy selfies and AI cross-app assistance, equipped with a 50-megapixel main camera and a 4300mAh battery.
• Both phones offer various colors and storage configurations, powered by the latest high-performance processors. They highlight an intelligent AI experience, as well as optimized folding hinges and enhanced durability. They will progressively go on sale in selected global markets starting July 25. 📱

Related Links:

• Samsung New Product Launch Galaxy Unpacked 2025 Official News Flash
• SETN Report: Samsung Launches Thinnest and Lightest Foldable Phone Ever, Galaxy Z Fold7
• SETN Report: Samsung Z Flip7 Highlights Summary

谷歌Veo3升级实现“一键照片变视频”，支持图片直接生成高质量动画

简报：

• 谷歌对AI视频生成工具Veo3进行了重大升级，允许用户上传一张静态图片，在Flow创作平台通过“Frames to Video”功能直接生成高质量动态视频，且可保持角色跨多镜头的一致性。
• 升级增加了丰富的运镜功能（如推镜头Dolly in），进一步提升了视频生成的专业表现力。
• 不同质量模式消耗的credits不同，Quality模式为Fast模式的五倍，用户可自由选择片段首帧、尾帧进行创作。
• 网友反馈角色动画生动自然，展现了AI赋能创作的多样应用前景，目前该功能仅在Flow平台上线，Gemini应用暂不支持。

相关链接：

• 详细报道1

Google Veo3 Upgraded: 'One-Click Photo-to-Video' Now Possible, Supporting High-Quality Animation Directly from Images 🎞️

Briefing:

• Google has significantly upgraded its AI video generation tool, Veo3, enabling users to upload a single static image and directly generate high-quality dynamic videos via the "Frames to Video" function on the Flow creative platform. A key feature is its ability to maintain character consistency across multiple shots. 🚀
• The upgrade introduces a wealth of camera movement features (such as "Dolly in"), further enhancing the professional expressiveness of the generated videos.
• Different quality modes consume varying amounts of credits, with "Quality" mode requiring five times more than "Fast" mode. Users can freely select the first and last frames of a clip for creation.
• User feedback indicates that character animations are vivid and natural, showcasing the diverse application prospects of AI in empowering creativity. ✨ Currently, this feature is only available on the Flow platform and is not yet supported by the Gemini application.

Related Links:

• Detailed Report 1

AI与折叠机新品推动消费电子产业链投资热度上升

简报：

• 7月消费电子行业进入新品密集发布期，AI眼镜出货上升、国产化率提升，商业化落地加快，加速了产业升级步伐。
• Wind数据显示，万得消费电子产业概念指数自6月23日以来13个交易日上涨6.67%。
• 三星、vivo等品牌相继推出新一代折叠手机与AI产品，业内认为细分产业链和技术创新带来新的投资机遇。
• 展望下半年，产业链升级和创新趋势将持续受到资本关注，尤其是在全球消费电子市场竞争日益激烈的背景下。

相关链接：

• 36氪快讯：消费电子板块行情活跃
• 36氪快讯：AI眼镜等新品集中发布
• SETN：三星折叠机新品发布
• SETN：vivo X Fold5亮相
• SETN：消费电子行业升级趋势

AI & Foldable Devices Propel Investment Heat in Consumer Electronics Supply Chain

Brief:

• July marks a period of intensive new product launches in the consumer electronics industry. Rising shipments of AI glasses and increased domestic production rates, coupled with accelerated commercialization, are speeding up the pace of industry upgrading. 🚀
• According to Wind data, the Wind Consumer Electronics Industry Concept Index has risen by 6.67% over 13 trading days since June 23rd.
• Brands such as Samsung and vivo have successively launched their new-generation foldable phones and AI products. Industry insiders believe that specialized sub-sectors and technological innovations are creating new investment opportunities. ✨
• Looking ahead to the second half of the year, the trend of industry chain upgrading and innovation will continue to receive capital attention, especially amidst the increasingly fierce competition in the global consumer electronics market. 📈

Related Links:

• 36kr Newsflash: Consumer Electronics Sector Active
• 36kr Newsflash: AI Glasses and Other New Products Launched Concentratedly
• SETN: Samsung's New Foldable Phone Release
• SETN: vivo X Fold5 Debuts
• SETN: Consumer Electronics Industry Upgrading Trend