🦜 太顶了，Chatterbox 能让 AI 配音在句子中间自然地笑一声、咳一下，听着不像在念稿。 Resemble AI 开源的 Chatterbox，GitHub 揽获 2.7 万 star，三千六百多个 fork。 平时用 TTS 做旁白，最出戏的就是那股念稿味：每句都字正腔圆，一点语气都没有，后期只能自己剪笑声、补停顿。 Chatterbox-Turbo 直接认 [laugh]、[cough]、[chuckle] 这类标签，写进文本里，生成时就把笑声和咳嗽带出来；解码器蒸馏之后，生成步数从 10 步砍到 1 步。 没显卡也能玩：110M 的 Nano 版据称在 8 核 CPU 上能跑到实时的 3 倍速。要多语言就用 Multilingual V3，23 种语言里有中文，另外还有单独微调的中文包。每段生成的音频都嵌了 PerTh 水印，据称压成 MP3、剪辑过也还在。 做播客、短视频旁白的，可以先拿 Chatterbox 的 Nano 版在本地试试。 GitHub：

HBM越堆越高的逻辑，可能要反转了 瑞穗证券昨晚发了份研报——他们的分析师刚跟SemiAnalysis总裁Doug O‘Laughlin吃完晚饭，信息量很大。 美股投资网挑几个最核心的结论先说： 内存还是AI最大的瓶颈。但这个瓶颈的形状，正在变。 HBM层数可能不升反降。GPU出货量反而能增加20-30%。 听着矛盾。往下看你就明白了。 HBM层数：风向在变 瑞穗刚把美光目标价从1375美元砍到1300美元，闪迪从1900砍到1875。应用材料从650砍到590，泛林从370砍到365。 砍价理由不是需求不行——是 "DRAM降规风险" 。 Doug跟我们聊到一个关键判断：GPU厂商未来可能在HBM上只堆4-8层，12层的吸引力在下降。16层、20层HBM和混合键合，在未来的DRAM世代里充满不确定性。 市场一直预期HBM会越堆越高。 现在剧本可能反过来。 一个关键的逻辑反转：HBM少了，GPU反而更多 Doug的原话是：HBM转换比率在下降，从3:1降到5:1。 逻辑链条非常直接： 每颗GPU用的HBM层数减少 同样数量的DRAM晶圆，能造出更多GPU GPU/AI芯片出货量可能增加 20-30% 更多GPU出货 → 更多训练和推理需求 → KV Cache总DRAM位元需求反而增长 少即是多。 内存含量下降，出货量上升，总需求不降反升。 铜缆和光互联：正在抢跑 Doug对铜缆的态度很明确：AEC是AI机架内连接的核心方案。 CRDO走在最前面。 Lumentum那边，NPO（近封装光学）被管理层定位为"增量机会"，预计2027年底到2028年进入市场。InP衬底的需求已经严重超过供应。 CPO（共封装光学）呢？还得等2-3年。 短期赢家是铜缆AEC和NPO/SiPh/InP。CPO还早。 800V可能推迟 聊到数据中心电力方案的时候，Doug提了一个很有意思的观察：数据中心运营商对800V高压直流方案有抵触。 原因很实际——变化太大，员工需要重新培训。 数据中心正在转向±400V双极双路机架。在传统400V直流布局上爬坡更容易，对SiC和辅助设备的需求反而减少。 800V推迟 ≠ 电力需求减少。只是换了一条更慢、更稳的路。更多的电压调节模块会补上来，继续支持GPU出货。 2027年的两个大数字 Doug还提到了2027年的两个预期： XAI/USPCX的10GW电力 5000亿美元的NOCL资金 BIC 2027年会给这些项目带来顺风。 10GW是什么概念？ 一个典型核电机组约1GW。10GW就是10座核电站的电力，全砸进AI数据中心。 这顿饭的核心结论：内存还是瓶颈，但瓶颈在变形状——层数在降、出货量在升、总位元需求不降。 短期赢家： AEC铜缆（CRDO）、NPO/InP（LITE） 短期承压： WFE设备商（AMAT/MKSI/LRCX），目标价已被下调 需要观望： CPO（还要2-3年）、800V（可能延迟） 大方向没变： AI算力需求还在往上走。只是技术路线在微调，供应链的赢家和输家在重新洗牌。 美股投资网认为，这顿饭最有价值的信息不是某个目标价上调或下调，而是HBM层数可能见顶这个信号。 如果市场一直按"HBM越堆越高"的逻辑在给内存和设备商定价，那这个预期的松动，就是最大的风险点。 $CRDO $LITE $AMAT $MKSI $LRCX #美股#

《吻我之前，先把灯关了》 "Turn Off the Lights Before You Kiss Me" 据专家研究分析，恐怖片和爱情动作片，好莱坞惊险片都能刺激大脑分泌多巴胺，我现在把它们都放在一起了，那是不是应该双倍快乐来了。 According to expert research and analysis, horror movies, romantic action films, and Hollywood thrillers can all stimulate the brain to release dopamine. Since I’ve combined them all together, does that mean I’m in for a double dose of happiness? grok imagine prompt: "Turn Off the Lights Before You Kiss Me" 15 seconds, 9:16 vertical format, first-person perspective, recorded on a smartphone, single continuous take. [Realistic Cinematography] The footage is captured entirely by the rear-facing camera of the smartphone held by the male protagonist; no other cameras are involved. The male protagonist holds the phone in his right hand, using the primary (1×) rear lens—providing a field of view equivalent to approximately 26mm—at 1080p resolution and 30fps. The device is positioned between his chest and chin (at a height of roughly 1.45 meters), aimed toward a woman standing in the bathroom doorway. His left hand occasionally enters the frame to operate the light switch. The smartphone itself—its body, back panel, camera module, screen, or flash—is never visible in the shot. Only the light cast by the phone onto the subject, her clothing, and the walls can be seen. There are no mirrors present; this is not a mirror-based selfie. The footage retains the raw, authentic texture of smartphone video—no beauty filters, color grading, or cinematic effects. Skin details such as pores, fine beads of sweat, stray hairs, and natural skin-tone variations are visible. There is slight digital noise in the shadows, and brief motion blur occurs during rapid hand movements or moments of physical instability. Subtle camera shake stems from the holder’s breathing and wrist movements. Changes in proximity are achieved through actual physical steps or the subject pulling the holder closer; there is no digital zooming, automated panning, reverse-angle cutting, or slow motion. The focus remains primarily on the woman’s face, with only momentary hesitation when the distance shifts abruptly—there is no persistent out-of-focus effect. [Characters and Attire] The woman in the doorway (@80130fc6-f744-4f61-9faf-f630a1eb8638) is 28 years old. Her appearance—including her black hair styled in an updo, purple floral hair accessory, earrings, long-sleeved Japanese-style (wafuku) garment in purple (@d7529a1b-8cdb-41e5-816e-c59aa4051803), and dark-colored *obi* (sash)—is consistent with the video uploaded by the user. Her clothing remains intact; the neckline stays in place, and she does not scratch her own chest or tug at her garments. Leaning slightly against the doorframe, she keeps her shoulders relaxed and lowered, her neck elongated, and her legs positioned one in front of the other—creating a natural, subtle S-curve in her posture. She gazes toward the male protagonist with half-lidded eyes and a faint, inviting smile, as if beckoning him closer. From the very beginning, her right hand holds a small pinch of fabric from the male protagonist’s left cuff. This point of contact—her right hand gripping his left cuff—is situated in the lower-left portion of the frame and must remain visible. Because she is only holding the fabric rather than clamping down on his wrist, he retains the freedom to lift his left hand and operate the light switch. Initially, her left hand is concealed between her body and the doorframe. The grayish-white fingers that appear later belong to this same hand; the creature possesses only two hands throughout the entire sequence. The real girlfriend is located in the hallway behind the male protagonist. She is present only as a voice calling out from off-screen; she is never shown on camera, and no second female face appears. 【Environment and Space】 The scene takes place at the entrance to a bathroom in an old apartment building late at night. The setting—featuring aged off-white tiles, a worn wooden doorframe, a standard wall-mounted light switch, and a towel hanging inside the bathroom—conveys the lived-in, weathered feel of an old residence, rather than a ruin. The woman is positioned slightly to the right of the frame’s center, with the open bathroom door behind her. The light switch is located on the wall to the left, approximately thirty centimeters from the male protagonist’s left hand. It is visible from the start and does not suddenly appear later. Behind the male protagonist lies a hallway. The bathroom door remains open inward; the camera angle stays consistent throughout, the door does not move on its own, and the room’s layout remains unchanged. At the start, the woman’s face is about sixty centimeters from the camera. After she gives a gentle tug on his cuff, the male protagonist shifts forward slightly, reducing the distance to approximately forty-five centimeters. The distance closes further only during the final dragging motion. 【Ambient Lighting】 At the beginning, a warm-white overhead light in the bathroom is on, illuminating the woman’s head, shoulders, and the doorway, while the hallway remains dim. The LED flash on the back of the smartphone is illuminated from the very first frame; it remains on and in the same position throughout the entire 15-second duration. Up close, the face is illuminated by the harsh, direct light of a standard mobile phone; small shadows form beside the nose and under the chin, and there are localized highlights on the fabric of the clothing—no artificial "beauty" fill lighting is applied. The only light the male lead turns off is the overhead bathroom light. Once the overhead light is extinguished, the bathroom background remains dim and does not brighten on its own. The phone’s light continues to illuminate her face and the hand gripping the sleeve cuff. The camera’s auto-exposure adjusts only slightly, failing to brighten the dark bathroom to a daylight-like state. When the "mask" (the outer layer of the face) is peeled back, it is illuminated by the same mobile phone light as the rest of the face. The space deep behind the shell remains dark, and the exposed eyeball shows only natural, subtle reflections—it does not emit its own light. [The "False Face" Effect] The horror stems from a thin, pliable, artificial layer being peeled back from within—it is not a case of natural skin being torn or a mouth stretching into an impossible, elongated shape. A grayish-white hand—with only two or three fingertips visible—emerges from the corner of her mouth, hooks onto the lower edge of the "mask," and peels half of the face upward and to the side. The "mask" has a distinct thickness and flexibility; the cheek and part of the area beside the nose fold back, rather than stretching into long, tubular, funnel-like, or tongue-like shapes. Behind the peeled-back section lies a deep, dark cavity containing a normal-sized human eye, which turns to look directly at the camera. The other half of the woman’s face remains intact, establishing the premise that there is an artificial layer on the outside, with something else concealed beneath it. There is no blood, gore, exposed muscle, black ooze, or liquid-like melting effect. The grayish hand does not reach in from off-screen; its fingertips must first emerge from within the corner of the mouth. [Strict 15-Second Timeline] 0–4 Seconds | Gripping the sleeve, an invitation to draw closer. The woman leans sideways against the doorframe, looking first into the male lead’s eyes, then glancing briefly toward the light switch on the left. With her right hand, she grasps the male lead’s left sleeve cuff—positioned at the bottom-left of the frame—and gives it a gentle tug toward herself. The fabric of the cuff pulls taut, prompting the male lead to take a small step forward; the camera moves in tandem with his approach. She lifts her chin slightly and says in a low voice: “The lights are too bright.” Her tone is intimate, with a suppressed smile playing at the corners of her mouth. There is no sign of a monstrous visage, nor does she glance toward her own mouth beforehand. Her right hand continues to hold the same spot on his sleeve; she does not shift her grip to his lapel. 4–7 seconds | Flipping the switch; the background darkens The male protagonist reaches out with his left hand toward a light switch already visible on the left side of the frame. She keeps her grip on his left sleeve, causing her right arm to extend naturally as he moves—she neither lets go nor suffers any "clipping" (graphical glitching). His fingertips press the switch, producing a distinct *click*. The bathroom overhead light goes out, and the tiles, towels, and the space behind the woman grow noticeably darker. Her face remains illuminated by the fill light from a mobile phone. The male protagonist’s left hand pulls away from the switch and returns to the space between them. The camera tilts slightly with the movement, then steadies. 7–9 seconds | A warning from behind From about two meters behind the camera, the man’s actual girlfriend calls out urgently, in an identical tone: “Don’t turn off the light!” The woman in front of him says nothing; her lip movements do not correspond to this warning. As the male protagonist begins to turn, the camera shifts slightly to the side—but the hand gripping his sleeve suddenly tightens, holding him in place. Her smile vanishes. Her eyes glance past the camera toward the space behind the man, then return to the lens. Her knuckles whiten as she grips the sleeve, causing deeper creases to form in the fabric. 9–12 seconds | Half of her face is peeled back from within Two or three grayish-white fingertips emerge from the inner corner of her mouth. The fingertips hook onto the lower edge of the "shell" of her face, slowly peeling it upward and outward. The corner of her mouth and her cheek—forming a single, thin, pliable layer—fold back together; the lips do not stretch or elongate independently. Half of the artificial face is lifted away, revealing an eye in the darkness beneath that shifts to look directly at the camera. The intact half of her face remains visible alongside the eye revealed from within. For a brief moment, the camera steadies, allowing at least half a second to take in the details: Fingers emerge from within the face; the "shell" of the face begins to fold back, revealing another eye underneath. The woman’s right hand maintains a firm grip on the man’s left cuff—she cannot let go, even as she peels back the face. The only sounds are the dry, grating friction of the mask and the man’s sudden, sharp intake of breath. 12–15 seconds | The grip shifts into a forceful tug. The man immediately grabs the woman’s right wrist—the one holding his cuff—and tries to pry it away. The point of contact is clearly visible; he does not reach for the grey, peeling fingers. The creature’s right arm suddenly retracts toward the bathroom, yanking the cuff hard. The sequence must be clear: The cuff goes taut → the man’s left arm is pulled straight → his body stumbles forward → the camera (held in his right hand) is dragged closer. The camera moves from about 45 centimeters away to roughly 15 centimeters, accompanied by a sudden dip and tilt—this is not a smooth, controlled zoom. The partially peeled-back face, the unblinking eye beneath, and the greyish-white fingers now dominate the frame. The other half of the face remains "normal," preserving its original appearance. In the final half-second, the man collides with the wooden doorframe, producing a dull thud. The camera jerks to the side; the edge of the facial shell sweeps across the lens, partially obscuring the view. The recording ends abruptly while the struggle is still underway. No fade to black, no additional dialogue, and no new creatures appear. [Ambient Audio] Captured via a mobile phone microphone: close-range speech, the friction of fabric at the cuff, the sound of a light switch, the hum of a bathroom exhaust fan, the distant ambient noise of the city, heavy breathing, and the final impact against the doorframe. The exhaust fan continues to run independently; it does not stop when the overhead light is switched off. The background sounds maintain a sense of spatial distance—they are not suddenly muted for the sake of a "jump scare." The opening line, "The light is too bright," comes from the woman in front of him. The mid-sequence line, "Don't turn off the light," clearly originates from behind the man; the woman in front does not move her lips. There is no further dialogue—no sinister laughter, voice-over narration, heartbeat sound effects, or pre-recorded horror audio cues. [Mandatory Continuity] The only camera is the mobile phone through which the audience is viewing the scene; the phone itself is never visible within the frame, nor is there any additional camera operator. The male protagonist holds the phone in his right hand; he uses his left hand to flip the light switch, then immediately grabs the monster’s right wrist. The monster’s right hand remains firmly gripping the same spot on the male protagonist’s left cuff; its left hand lifts a portion of the "false face" from underneath. Do not generate a third hand, swap left and right hands, or have the monster’s hand shift its grip from the cuff to the female protagonist’s own clothing. Once the bathroom light is turned off, it remains off; the mobile phone’s light source (fill light) stays on. The positions of the door and the light switch remain fixed. Changes in distance must be achieved through physical movement (stepping or dragging); do not use digital zoom. The "false face" should be lifted, not stretched like rubber; do not generate long tongues, tubular mouths, an elongated jaw, or a melting face.

1、事件：据WSJ与MarketWatch，黄金与白银期货录得周度跌幅，黄金或创六月来最大单周跌幅，美联储加息押注升温施压贵金属。 2、涉及标的：黄金ETF（GLD）、白银ETF（SLV）；A股对应方向为黄金股，代表个股中国稀土（000831）属小金属概念可作参照。 3、影响：对美股贵金属板块偏空，强度中，属持续性逻辑；加息预期升温对A股黄金股构成压制，需跟踪美元与利率路径。

1万美元能在经济上帮助到你吗？？ 我想随机向2个人各送出10,000美元。 参与规则：点赞这条推文、评论“YES”并关注 @grok 请在24小时后随机选出2名获奖者。

1 今天到处都在传TX要继续大裁员，本轮我大胆预测一下 所有广告收入占比25%以上的大型互联网公司，都要经历一波剧烈的动荡，因为ai真的不看广告了，留下来还在看广告的人，一大半还是消费能力最弱没用上ai的人。 2 如果单独看WB和HY，相比字节的coze和豆包的，还算能打，但是再叠一个sd就拉开差距了，建议腾讯把MINIMAX收了吧，反正也不贵··· 3 腾讯在 AI 时代的问题，不太像“不会做模型”，更像一手好牌被自己的体量捆住了。 微信是中国最深的社交入口，也是最不敢乱动的产品。聊天、支付、关系链都极度敏感，微信长期更在意隐私和可控，宁可自研模型、把助手“小微”放在灰度里试，也不愿把核心数据痛快交给混元。于是公司里同时跑着混元、元宝和微信自己的模型。 ps：hy之前推过一个图生视频的模型，第一次用还不错，速度很快，后面不知道为何也看不到了 直到今天，甚至作者自己想导出自己的公众号文章内容都跟登天一样困难，这有点当年优酷的味道了··（自己后台编辑作品要先看前贴片，卧了个槽） 4 元宝比豆包大约晚了一年；2026 年春节砸出十亿元红包，日活一度冲到约五千万，可留存上不去。QuestMobile 的统计是，到  6 月，豆包月活约 3.82 亿，元宝大约 5000 万。我估计元宝把第三方调用也给算进去了？比如你私信我这个公众号和我聊天是有数字分身的，那个就是元宝用我的数据蒸馏了一个人格化的我，老实说，还蒸馏的不错，我后台去看看他说的基本和我投资理念一致，感兴趣的可以私信我这个公号聊聊试试看。 5 2025 年全年资本开支几乎没怎么加码，业绩公布后股价大跌；2026 年二季度突然把资本开支打到 528 亿元，同比暴增 176%，自由现金流单季转负 138 亿元。官方口径里，当季 Non-IFRS 经营利润 756 亿元、增 9%，若剔除新 AI 产品则是 861 亿元、增 19%，约一百亿元利润被这些新业务吃了。 6 眼下最被寄望的，仍是微信里的智能体。二季度末微信及 WeChat 月活 14.39 亿，还有数百万小程序，一旦能被 Agent 顺畅调用，比阿里的千问进了ios对市场的影响更大，目前我自己的腾讯是绑定了第三方的claw，做做深度问答和助理还可以，但是只能绑定一个，就有点尴尬，我基本只考虑绑本机的，起码定制化好一点。 7 现在不是一个加仓腾讯的好时候，但绝对不是很差的价格。中年老哥的网吧消费被腾讯拿捏的还挺死，如果有天网吧出了一款类似三角洲的大作，让中年人的钱袋子被网易米哈游给抢走的时候，那才是最大的风险所在。 8 现在互联网大家管高玩叫QQ，我是没想到的··但腾讯的微信和QQ确实捏住了互联网每个人的QQ。 但claude的创始人和司马迁也证明了，当你真的割掉我的QQ时候，我就可以无所顾忌的对这个世界书写我想写的东西了···

1、穆迪上调印度增长预测，认为经济有能力维持接近7%的增长，来源为Reuters。 2、涉及标的：印度相关ETF代码 $INDA；A股对应方向为出口链与新兴市场比较，素材未给出直接对应个股。 3、影响：对美股中性，强度弱，属持续性逻辑；向A股传导中性，新兴市场增长分化对A股资金面影响间接。

1、Anthropic IPO获数倍超额认购，投资者需求强劲，目标估值1.4万亿美元，英伟达与Alphabet各同意按IPO价格买入100亿美元Anthropic股票，来源为Bloomberg、东方财富与其他。 2、涉及标的：Anthropic为未上市标的，素材未给出交易代码；Alphabet代码GOOGL，英伟达代码NVDA；A股对应方向为AI应用与算力，代表个股风语筑（603466）与芒果超媒（300413）。 3、影响：对美股偏多，强度强，属持续性逻辑；向A股AI应用板块传导偏多，巨型IPO强化AI资本开支叙事。 （六） 1、有科技老将警告Anthropic IPO将是美股AI行情高点，IPO锁定期风险可能触发AI回调，来源为华尔街见闻与Bloomberg。 2、涉及标的：Anthropic为未上市标的；AI交易相关ETF可参考人工智能与科技ETF，素材未给出该ETF代码；A股对应方向为AI应用，代表个股文投控股（600715）与风语筑（603466）。 3、影响：对美股偏空，强度中等，属持续性逻辑；向A股AI题材传导偏空，需警惕情绪高点后的获利回吐。 （七） 1、美国通胀报告再敲警钟，美联储官员直言物价数据令人不安，市场对12月加息押注升温，美元升至19个月高位，来源为东方财富、Reuters与WSJ。 2、涉及标的：美元指数相关ETF代码UUP；美债久期ETF代码TLT；A股对应方向为出口链与黄金，代表个股阳光照明（600261）属跨境电商概念。 3、影响：对美股偏空，强度中等，属持续性逻辑；向A股传导偏空，美元走强与加息预期压制全球风险资产估值。 （八） 1、华尔街大行集体上调加息预测，2年期美债收益率上涨3个基点，美债期货延续跌势，黄金跌破4000美元，来源为华尔街见闻与Bloomberg。 2、涉及标的：黄金ETF代码GLD与IAU；美债ETF代码TLT；A股对应方向为黄金与有色，代表个股江西铜业（600362）属铜板块。 3、影响：对美股偏空，强度中等，属当日情绪影响；向A股有色板块传导中性偏空，金价回落压制贵金属估值但铜价逻辑独立。 （九） 1、伦敦铝市场遭遇数十年来最严峻逼空，可交割库存骤降且大部分剩余库存被两家交易商控制，现货升水一度达每吨147美元创逾30年最高，来源为华尔街见闻与格隆汇。 2、涉及标的：铝业相关美股可参考美国铝业代码AA；A股对应方向为电解铝，代表个股素材未给出当日异动数据，方向可关注铝板块。 3、影响：对美股偏多，强度中等，属持续性逻辑；向A股铝板块传导偏多，现货升水飙升直接抬升铝价中枢预期。 （十） 1、沙特10月石油产量飙升26%，创战争爆发以来最高，布伦特原油本月跌逾两成，同时伊朗官员称将继续保留浓缩核材料推动油价上涨1%，来源为华尔街见闻与Reuters。 2、涉及标的：原油ETF代码USO；A股对应方向为石油石化，代表个股中国船舶（600150）属船舶制造但受益于油运需求，方向可延伸至油运板块。 3、影响：对美股中性，强度中等，属当日情绪影响；向A股传导中性，油价下行利好下游成本但压制上游盈利。