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喻国明:解决AI时代下的主流媒介价值角色问题,南都有优势
南方都市报· 2025-07-22 09:00
媒体整合与升级 - 南方都市报社宣布将南都新闻客户端和N视频客户端合并升级,旨在强化在AI时代的主流媒介价值[2] - 专家评价此次合并是处于变革潮头的重要举措,认为公司具备解决AI时代媒介价值问题的优势条件[2] 传播生态与价值定位 - 传播生态被解构为技术可供性、功能可供性和价值可供性三个层面,主流媒介需聚焦价值可供性层面[3] - 主流媒介的核心优势在于生产有价值判断的优质内容,而平台型媒介缺乏价值方向的精准把握[3] - 建议主流媒介与平台型媒介建立生态级战略性合作,涵盖数据共享、流量共享等多维度共赢机制[3] 都市媒体的转型路径 - 都市媒体应利用AI智能体特性,在主流价值引导下生产更具人文温度的内容产品[4] - 都市媒体的使命是回应百姓关切,通过内容传递城市温度,推动城市治理优化[4] - 提出构建"大模型之下的小模型",通过社区级智能应用板块解决居民实际问题,建立功能与价值可供性[4] AI时代的主流媒介角色 - 主流媒介无需与技术硬碰硬,而应成为智能体的价值引导者与协同者,实现1+1>2的协同效应[5] - 南都N视频上线AI智能体及智慧采编系统,赋能采编人员适应新时代的传播生态[5] - 主流媒介的核心角色应从内容提供方转变为连接者、协调者、资源整合者和生态运维者[5]
This Trillion-Dollar Artificial Intelligence (AI) Stock Could Double Your Money in 5 Years
The Motley Fool· 2025-07-22 08:18
In 2021, social media company Facebook changed its name to Meta Platforms (META 1.22%), partly to reflect its new focus on its metaverse ambitions. Although it is still working on that project, over the past two years, Meta's work in artificial intelligence (AI) has become the company's primary focus. The tech leader is making moves, and if enough things go right, these initiatives could lead to superior returns in the next five years and beyond. Here's why Meta Platforms could potentially double investors' ...
Blackstone exits consortium planning to invest in TikTok's US business
Proactiveinvestors NA· 2025-07-22 03:35
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Trump Media builds $2 billion bitcoin hoard, as crypto swells president's net worth
CNBC· 2025-07-22 02:13
A cutout of US President Donald Trump holding a Bitcoin is displayed on a group of servers during The Bitcoin Conference at The Venetian Las Vegas in Las Vegas, Nevada, on May 27, 2025.Trump Media and Technology Group said Monday it has accumulated roughly $2 billion in bitcoin and related assets, as President Donald Trump's highly lucrative pivot to crypto continues to grow his net worth while in office.The bitcoin holdings now account for about two-thirds of Trump Media's total liquid assets, the company ...
Can Disney's Streaming Boom Unlock Room for More Subscriber Growth?
ZACKS· 2025-07-22 00:26
Key Takeaways Disney added 1.4M subscribers in Q2 2025, reaching 126M as total streaming hits 180.7M. ESPN's integration into Disney boosted streaming income to $336M from $47M a year ago. Profitable streaming lets Disney fund hits like Moana 2 and Inside Out 2 to drive engagement.Disney (DIS) is riding high as its direct-to-consumer (DTC) streaming platforms — Disney+, Hulu and ESPN+ — reshape its growth trajectory. The integration of ESPN into the Disney+ app, followed by a full standalone launch later ...
Pinterest Stock Gains Traction With Instacart Deal, Multiple Analyst Upgrades
Benzinga· 2025-07-22 00:08
华尔街分析师对Pinterest的乐观评级 - 摩根士丹利分析师Brian Nowak将评级从Equal-Weight上调至Overweight,目标价从37美元上调至45美元 [1] - Wedbush分析师Scott Devitt维持Outperform评级,目标价从40美元上调至42美元 [2] - KeyBanc分析师Justin Patterson维持Overweight评级,目标价从40美元上调至45美元 [2] - UBS分析师Lloyd Walmsley维持Buy评级,目标价从44美元上调至50美元 [3] - TD Cowen分析师John Blackledge维持Buy评级,目标价从40美元上调至43美元 [3] - 富国银行分析师Ken Gawrelski维持Overweight评级,目标价从41美元微调至42美元 [3] - 花旗分析师Ronald Josey维持Buy评级,目标价从41美元上调至44美元 [3] 摩根大通升级评级的核心驱动因素 - 用户增长强劲,货币化策略改善 [4] - 平台对搜索引擎干扰的抵御能力增强 [4] - 收入加速增长和成本管控推动利润率潜在提升 [4] 与Instacart的战略合作细节 - 合作旨在提升Pinterest平台的可购物性和广告定位精准度 [5] - 广告主可获得Instacart的一方零售数据,精准触达高意向用户 [5] - 后续将推出闭环测量功能,直接关联广告曝光与实际销售转化 [6] - 用户可在Pinterest广告内一键完成Instacart商品购买(如食谱食材、个护产品) [6] 股价表现与技术指标 - 52周股价区间为23.68美元至42.02美元 [7] - 从峰值回撤39%后反弹超60%,年内累计上涨32% [7] - 当前股价较50日均线高出12.6%,较200日均线高出19% [7] - 最新交易日上涨2.3%至37.97美元 [7]
Pinterest Stock Pops on Morgan Stanley Upgrade
Schaeffers Investment Research· 2025-07-21 23:01
Shares of social media platform Pinterest Inc (NYSE:PINS) were last seen up 3.3% at $38.32, after an upgrade from Morgan Stanley to "overweight" from "equal weight." The firm cited undervalued growth potential and monetization opportunities, hiking its price target to $45 from $37. Today's pop has PINS hitting its highest levels since February. The stock has been on the rise since April, with close support at the 20-day moving average. Since the start of the year, the equity is up 31.4%. The bull note has a ...
北美互联网_互联网流量趋势分析:对 META、PINS、DASH、UBER 和 CVNA 的积极趋势-North America Internet_ Internet Traffic Trends Analysis_ Positive Trends for META, PINS, DASH, UBER, and CVNA
2025-07-21 22:26
V i e w p o i n t | 18 Jul 2025 09:03:45 ET │ 40 pages North America Internet Internet Traffic Trends Analysis: Positive Trends for META, PINS, DASH, UBER, and CVNA CITI'S TAKE We aggregated June website traffic from SimilarWeb and app data from Sensor Tower, in partnership with Citi's Research Innovation Lab, and highlight positive trends for META, DASH, UBER, and CVNA while trends for Online Travel, eCommerce, and SMB Servicers were mixed. META's U.S. core apps MAUs +2.3% Y/Y with IG's mins/DAU +15% Y/Y t ...
Trump Media Announces its Purchases for Bitcoin Treasury Reach $2 Billion
Globenewswire· 2025-07-21 20:30
Company’s Bitcoin Treasury Strategy Enabled by $3 billion in Liquid Assets SARASOTA, Fla., July 21, 2025 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (Nasdaq, NYSE Texas: DJT) ("Trump Media" or the "Company"), operator of the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi, announced today that the Company has accumulated approximately $2 billion in bitcoin and bitcoin-related securities as part of its previously announced bitcoin treasury stra ...
Disney Is Ready To Play Ball
Seeking Alpha· 2025-07-21 18:04
If you have followed my work for a while now, you would know that I have historically been very bullish about The Walt Disney Company (NYSE: DIS ). It is, in my view, one of the best companies onCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live c ...