蔚来ET9、上汽MG4、广汽昊铂、奇瑞等车型已搭载混合固液电池上市，能量密度集中在350至400Wh/kg。

1、Kai云体育 只发现一个可能正确的结论并不够，还要知道什么催化剂会迫使市场承认，什么时候承认，以及自己仓位能不能活到那一天。

这位23岁的加拿大国脚去年夏窗租借加盟萨索洛，意甲首秀赛季表现优异，累计出场32次，其中31次首发，打入6球，传球成功率91%，其中长传准确率达到82.1%，在防守端也贡献了22次抢断和11次拦截。Kai云体育这种“架构创新+封装升级”的模式，正成为全球头部芯片厂商突破性能上限的共识性选择。

2、风口上的一人公司：痛点、诱惑与现实

The crowded, snake-like queue at WAIC led to a single attraction: an AI guitar capable of "improvisational jamming." During the 2026 World Artificial Intelligence Conference (WAIC), the annual updated edition of the Tianpule AI Guitar made its public debut. Over the same period, Quwan Technology, the parent company behind the instrument, released the Tianpule Large Model V4.7, pushing music-focused foundation models toward a new frontier where they can "understand revision feedback." It was unmistakable to anyone on the floor that this year’s WAIC generated unprecedented buzz. Yet the AI industry itself, having weathered countless hype cycles and technical trends, is bidding farewell to the hollow "compute arms race." The commercial value of large models is finally being realized within vertical, domain-specific scenarios. Industry observers are increasingly turning their focus toward a path distinct from general-purpose large language models: vertical integration. Compared with tech giants basking in haloed reputations and star AI startups boasting eye-watering valuations, vertical AI developers have quietly stepped into the center stage of the AI era. Grounded in user scenarios and equipped with self-sustaining revenue capabilities, they have emerged as pragmatic, viable models for the industry. By anchoring its strategy strictly on AI music and AI voice, and extending those capabilities into AI hardware, Quwan Technology offers a compelling case study of this trajectory. Bidding Farewell to the Compute Arms Race: A New Narrative in Vertical AI Commercialization The standard competitive posture in the large-model arena has long been a classic arms race: parameter count, context window length, and multimodal capabilities served as explicit metrics of a company’s worth. By this year, however, this model of horizontal expansion has hit diminishing marginal returns. On one hand, general-purpose models suffer from worsening homogeneity, and products that rely solely on model API outputs struggle to build user stickiness. On the other hand, as AI penetrates deep into everyday life rather than acting merely as a productivity tool, technology must be embedded into concrete scenarios to solve real pain points. Quwan Technology abandoned the illusion of building a jack-of-all-trades general platform, choosing instead to double down on two vertical domains characterized by high emotional value and dense interaction: AI music and AI voice. Though operating in different tracks, their underlying logic is remarkably similar: humanity’s most natural, non-textual modes of expression have long been constrained by professional barriers, and both possess an inherent capacity to stretch from digital content into physical hardware. The foundation of Quwan’s AI music ecosystem is the proprietary Tianpule Large Model. Steering clear of open-source fine-tuning, Quwan built the model from scratch to optimize for real-time interaction, laying the groundwork for a conversational creative experience powered by AI agents. During WAIC 2026, Quwan rolled out Tianpule Large Model V4.7, making AI-generated music far easier to control and iterate upon. Across two evaluation frameworks, Meta Audiobox Aesthetics and SongEval, V4.7 earned high marks in metrics such as content enjoyment, memorability, and vocal clarity, while ranking in the top tier for musicality, coherence, and naturalness. V4.7 powers Tunee, Quwan’s conversational music creation agent. This "conversation as creation" interaction model represents a true breakthrough in its capacity for proactive co-creation. Moving beyond passive "one-click generation" tools, Tunee acts more like a patient, music-savvy collaborator. Since its official launch last September, Tunee’s official website has maintained over a million monthly visits, making it one of the fastest-growing breakout products in China’s AI agent space. What has truly commanded the industry's attention, however, is the Tianpule AI Guitar. As a pioneer in the global generative AI guitar category, it was the first to embed an AI music foundation model into a physical guitar, enabling people without musical training or theory knowledge to experience the joy of playing and composing music. At WAIC 2026, the new Tianpule AI Guitar placed heavy emphasis on its core feature introduced this year: "AI Improvisation." Users can generate personalized music directly on the instrument and jam along, drastically simplifying the complex journey from composition to performance. Coupled with features like AI score transcription and hum-to-song conversion, complete beginners can quickly begin playing and writing music. The industrial significance of the Tianpule AI Guitar extends far beyond consumer electronics. It frees generative AI from behind the glass screen, turning it into a physical object that can be touched, plucked, and felt through resonance. For professional musicians, it serves as a catalyst for inspiration; for novices, it is the first key to unlocking the world of music. As Jasper Jia, Vice President of Quwan Technology, put it: only when ordinary people can use music to express emotions and document their lives as naturally as taking a photo or shooting a video will music truly become an inclusive medium for creation. The physical medium of the guitar allows AI music to step outside smartphones and laptops, truly weaving itself into everyday life. Quwan Technology’s vertical integration has constructed more than just a tech flywheel—where the model grants intelligence to the application, and the application breathes fresh experiences into the hardware. Simultaneously, the hardware feeds real-world user interaction data back into the model, establishing a system-level moat. In truth, AI has already made creation ubiquitous. But how to make good content visible, scalable, and profitable has become the stark reality facing the second half of the AIGC race. Quwan Technology’s answer to that reality is AI voice. In recent years, the overseas expansion of Chinese film and television productions has accelerated rapidly. Dubbing and localization, however, have remained a persistent industry pain point. High quality, high efficiency, and low cost form a classic impossible trinity. Against this backdrop, Quwan Technology collaborated with The Chinese University of Hong Kong, Shenzhen, to develop the MaskGCT voice foundation model. On October 24, 2024, MaskGCT was officially open-sourced to the world via the Amphion framework. Across multiple text-to-speech (TTS) benchmark datasets, MaskGCT achieved state-of-the-art (SOTA) performance, even outperforming human baselines on select metrics. All Voice Lab (Quwan Qianyin) represents the commercial application built atop the MaskGCT model. As a one-stop video translation and AI dubbing platform, All Voice Lab slashes AI translation and dubbing costs by 90% compared with traditional human labor while boosting speed more than 50-fold, handling a monthly translation volume of up to 500,000 minutes (roughly 5,000 drama episodes). Since its launch, All Voice Lab has assisted over 100 film, TV, and animation clients in solving localization hurdles. It processes nearly 10,000 short drama episodes per month across single languages for overseas markets, reaching over 30 countries and regions globally and helping clients boost monthly YouTube channel revenue by 10% to 30%. Driven twin-engine style by AI music and AI voice, Quwan Technology is transitioning into a "new infrastructure" provider for the entertainment industry. It proves that vertical AI companies do not need to serve everyone; by achieving excellence within targeted vertical domains, they can unearth vast commercial value. From Mobile Voice to AI Creation: Quwan’s 12-Year Evolution of "Interest" The first half of Quwan Technology's journey followed a textbook mobile internet success story. Its flagship product, TT Voice, evolved from a simple voice tool designed to help gamers find teammates into an interest-based social platform boasting over 200 million registered users. When the AI wave swept the globe, the company pivoted proactively, laying early groundwork in AI as far back as 2021 to secure its current position as a leader in AI entertainment. The essence of the company’s 12-year evolution represents a strategic leap from "connecting interests" to "creating interests." Yet the underlying logic running through it all has always been a focus on "interest" and a "human-centric" philosophy. For instance, TT Voice’s early positioning was remarkably simple—a "gaming walkie-talkie." But what fundamentally transformed founder Song Ke's understanding of the product’s value was the spontaneous behavior of its users. He noticed that many users did not leave the voice rooms after finishing their games; instead, they stayed to sing, chat, and share their lives. He realized then that while the platform ostensibly solved an efficiency problem ("how to play games better"), it was actually fulfilling an emotional need ("how to connect better with people"). Grounded in this insight, TT Voice quickly evolved from a tool into a community. Beyond gaming matchmaking rooms, it rolled out diverse interest spaces including singing rooms, chat rooms, and audio-visual rooms. In cultivating the social space, Quwan Technology identified an emerging industry trend: the new generation of users was no longer satisfied with merely consuming content; they craved autonomous creation and self-expression. This was no mere hypothesis. On the TT Voice platform, users were already looking beyond finding gaming buddies—they were singing in voice rooms, sharing life moments in chat rooms, and expressing themselves in communities. As AI technology matured, these deeper desires could finally become reality. In the past, completing a song—from lyrics and composition to arrangement, mixing, and recording—demanded specialized skills at every step. Many possessed creative sparks or deep emotions but struggled to translate the melodies in their heads into finished works. In 2024, the team set out from scratch to build "Tianpule," a multimodal music generation model, choosing a self-developed path distinct from open-source fine-tuning. In the AI voice domain, Quwan partnered with CUHK-Shenzhen to open-source the MaskGCT voice model. Quwan develops both AI music and AI voice; it launches AI hardware while maintaining an interest-based social platform with over 200 million registered users. While its business scope appears broad, it is built upon a single, continuously expanding set of core AI interaction capabilities. Across its distinct business lines, Quwan serves diverse sectors—music creation, content globalization, public services, and social networking. From an architectural standpoint, however, they all draw from the same underlying AI interaction capability. Looking back at Quwan Technology's 12-year trajectory, a clear thread emerges: the first half was about "connecting interests"—using interest communities to bring together young people seeking belonging; the second half is about "creating interests"—using AI to lower creative barriers so anyone can convert ideas into digital assets and passion into sustainable expression. Sustaining this arc is not the pursuit of tech trends, but an unwavering understanding of "interest" and "people." Whether with TT Voice or AI music, Quwan’s ethos places user insight ahead of technical R&D. This product philosophy—starting with the human element and designing backward from the ultimate user goal—ensures that technical iterations always revolve around real-world scenarios rather than descending into pure technical rivalry. Moving from "connecting interests" to "creating interests" is not only Quwan Technology’s internal evolution, but also an answer to how technology can truly serve human beings. No matter how technology changes, the essence of business remains constant: to understand people, serve people, and empower people. Conclusion Twelve years ago, Quwan Technology answered one question: How do you help people who love playing games find one another? Twelve years later, it is answering another: How can every ordinary person be given the chance to create their own work and express their unique passions? While the industry remains locked in fierce rivalry over conventional paths—whether single-point tools or general-purpose platforms—Quwan Technology has used vertical integration as an anchor to build a closed-loop "Model-Application-Hardware" ecosystem across AI music and AI voice. This is a direct response to the true nature of AI commercialization: technology can only weave itself into the fabric of everyday life and form a sustainable business model when it penetrates all the way through foundational algorithms, intermediary interactions, and physical hardware devices. (This article was first published on the TMTPost App; author | Li Chengcheng)消费动态 耐克将终止滔搏、宝胜国际在中国内地的线上授权 7月22日，Nike在中国的两家主力经销商：滔搏、宝胜国际发布公告确认，2027年1月1日起，将全面终止 NIKE产品在中国内地线上平台的销售。

3、扎根苏州三十年长线投入，欧莱雅走出一条难以复刻发展路径

在这个大背景下，旭阳新材暴露出的问题，恰恰是监管层最警惕的“反面教材”。

4、2026长沙就业率高的中职学校推荐：民办中职特色专业、就业前景与择校指南

拥有贝林厄姆这样一位真正的大场面先生，三狮军团的夺冠前景无疑更加光明。

5、一场4-2，上演世界杯逆袭好戏，25岁天才3场3球，创造队史纪录

整个夏天，尤文都在为门将位置寻找新人。

是不是看起来有些可怕？ 关税不是主谋 有人把利润腰斩归咎于关税。

” 另据此前的消息，马竞已经通知阿尔瓦雷斯，在参加完上周日的世界杯决赛后，需于8月10日归队报到训练。

6、为了能在卡车里上厕所，带你看欧洲卡车司机都整出了哪些花活？

前者靠工程能力，后者要靠价格、模型、软件、耗材、版权和场景共同完成。

事实上，梅西的商业版图远比外界想象得庞大。

7、阿根廷铁卫骗了全世界：左脚被踩却抱右腿打滚 西班牙进球被吹

7月22日美股盘后，谷歌母公司Alphabet发布2026年Q2财报，期内实现营收1198亿美元，同比增长24%；经营利润407.7亿美元，同比增长30%；经营利润率34%，同比提升2个百分点。

这位以爆发力著称的边锋从多特蒙德转投诺坎普，签下一份到2031年夏天的长约。

8、徒手搓出「功夫女足」！打开一看，竟是中国AI

澳大利亚的打法是铁桶阵加高空轰炸。

因为Coding和Agent很快会变成行业共识，API和企业服务也会变成标准动作，但一家公司究竟为什么存在、相信什么、如何组织最重要的人，决定了公司的气质和性格，是最难模仿的差异化。

首轮对阵伊拉克，挪威控球率达到六成，13次射门5次射正就打入4球，进攻转化率相当可观。

9、王红宁院士：将建设“同一健康”交叉科学中心 打造千亿级产业集群

下半场开场一分钟，阿根廷两次传球失误，本该被阿莱士·巴埃纳惩罚，可他和上半场的奥亚萨瓦尔一样，只把球送进了马丁内斯的手套。

这次任务也释放出新的信号，中国商业火箭正在从“验证能力”迈向“持续交付能力”。

10、当我们谈论AI时，我们在谈论什么

Delta衡量期权价对标的价格变化的敏感度；Gamma衡量Delta变化的速度；Theta反映时间流逝造成的价值损耗；Vega反映隐含波动率变化对期权价的影响。

(文 | 公司观察，作者 | 周健 ，编辑 | 曹晟源)“三年前和我们一同拿到融资的很多公司，现在已经有不少退出了市场。

1、美股异动   存储芯片概念股普跌 闪迪(SNDK.US)跌逾4%

Robot Phone拥有一套四自由度云台，具备多模态感知能力，能将智能体的交互范围延伸到物理世界。

2、官宣！广州龙狮新帅是他

库巴西：19岁的身体，29岁的灵魂 库巴西以足坛最出色的年轻后卫之一前往世界杯，以足坛最出色的后卫之一归来。

3、女篮世青赛第一黑马！中国队逆袭杀进前6：欧洲第2第3第4全赢过？

投资中最容易产生幻觉的指标就是胜率。南特：新援卢卡斯·佩兰解释加盟原因纳斯达克称，此举旨在降低微盘股被操纵和“拉高出货”骗局的风险。

4、又是被美食俘获的一天！以前那些年，我吃得也太将就了...

" 周日，鲍尔斯再次出现在看台上，为塞内西和阿根廷加油。

5、家的廉价土气感，都是这些设计害的，明明花了几十万，依旧土掉渣

他同时给出长期指引：储能业务稳态毛利率中枢预计维持在20% 低位区间。

6、太适合广东队！CBA暴力内线或被哄抢，这可是“加强版萨林杰”？

” “应用难赚钱，用户忠诚度低，哪里有羊毛薅哪里，付费转化有问题，marketing投入也越来越难。

拓竹第一代产品众筹时沿用了典型的工程师打法，公司 150 多人的团队里约 120 人是工程师，团队在 22 个月隐身开发中造了 700 多台测试机，消耗 3 吨材料。

Pestana CR7酒店开到了马德拉岛丰沙尔、里斯本、马德里、纽约和马拉喀什五地，他的Instagram粉丝数超过6.69亿，堪称一个人的分发渠道；跟耐克签下的终身合约价值超10亿美元，2024年他更以2.6亿美元总收入蝉联Sportico全球运动员收入榜第一。

7、鹏华基金的大美女，业绩倒数第一！董事长张纳沙，应该如何破局？

从营收来看，特斯拉在Q2 给出了近年来最好的交付成绩，以及高达 26% 的同比营收增速，而且实现了汽车、储能、服务三大板块全部增长；但是从利润来看，特斯拉的Q2 表现可以用「塌方」来形容，令人大跌眼镜。

美国是全球最大的商业化市场，是所有寻求全球化的中国企业绕不开的战略高地。

8、身家万亿却到处“卖艺”，黄仁勋这么拼，到底图什么？

SK电信表示，SK Hyper将聚焦于业务拓展，以实现中长期内建成15GW的AIDC容量为目标。

这将是一场胶着的较量，预测2-1分出胜负，两支球队都有获胜的可能。

从备战节奏来看，这场比赛被安排为季前赛的揭幕战，定位相对合理。

然而积极的业绩面并未阻止股价下行。