许多基金规模只有两三千万，除了投了一两个当地的“关系户”项目，或者干脆空转吃管理费外，毫无效率可言。

1、3377体育 （文｜公司观察，作者｜苏启桃，编辑｜曹晟源）当前大模型从“聊天机器”进化为能调用工具、规划任务的“智能体”。

其中的细节更是惊心动魄，偷机密、偷设备，甚至上演卧底间谍战。3377体育所有分析基于公开信息，不构成投资建议。

2、告别17年蓝白生涯！38岁铁卫宣布退出阿根廷队：139场8球3冠军

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、AI与机器人盘前速递丨OpenAI计划与AMD合作开发MI500系列AI芯片，Black Forest Labs推出机器人模型

淘汰赛阶段他们延续稳健表现，1/16决赛3-0零封瑞典，1/8决赛1-0小胜巴拉圭，1/4决赛2-0再胜摩洛哥，直到半决赛0-2不敌西班牙，不败金身才被打破。

4、足球鞋换 Vibram 大底？从绿茵场走向街头和山野

战术风格：高压快速VS务实控场 英格兰在图赫尔的调教下主打4-2-3-1阵型，控球时灵活切换为3-2-5进攻阵型。

5、捷克内定冠军！穆霍娃粉碎高芙夺冠梦想，诺娃阻止乌克兰网球突破

早在2023年夏天，就有过他可能转会米兰的传闻，但最终红黑军团一口气签下了赖因德斯、穆萨、奇克3名中场，而拉齐奥从法兰克福免签了日本人。

今年1月31日米兰刚与他续约至2031年，税后年薪500万欧元外加200万奖金，与莱奥持平。

防守端，他们前28轮意甲合计仅失20球，完成13场零封，零封率高达46.4%，场均失球0.71个，放在五大联赛也是冠军级别的表现，转折发生在3月的德比战之后。

6、1987年，庄则栋想和日本女友结婚，组织却不同意，李瑞环：我帮你

公司相继拿下了谷歌、亚马逊等巨头的订单。

正因为系统如此复杂，脑机接口很难像消费电子一样一夜爆发。

7、事情闹大了！名记付政浩称白边已涉及刑事犯罪，需刑警配合调查

周四英格兰与阿根廷的世界杯对决，本就是本届赛事最受瞩目的较量之一。

克勒舍与法兰克福的合同要到 2028 年 6 月 30 日才到期，米兰需要支付一笔违约金才能将他从合同中解放出来。

8、广厦vs深圳G2裁判出炉：两外籍裁判不变+蒋稳安 史密斯缺席训练

截至目前，港交所尚未公开其招股文件，公司也未对相关消息作出正式回应。

身边的莱奥、菲利克斯、贡萨洛·拉莫斯等年轻球员，为葡萄牙的进攻线提供了充足的活力和轮换空间。

目前英格兰与加纳同积4分，克罗地亚3分紧随其后。

9、两百万人狂欢马德里！西班牙时隔16年再夺世界杯，凭什么

拓竹把模型、切片、参数、打印机和耗材接在一起。

我见过拿了高薪实习的同学，三个月瘦了十斤，半夜在朋友圈发"撑不住但又不敢走"。

10、媒体人：去年CBA选秀榜眼杜智博将加盟广州龙狮男篮

如果朗尼克当选，那么他最推崇的教练人选也是格拉斯纳。

目前普利西奇遭遇胫骨骨折，预计伤缺数周，这为恩昆库赢得更多出场机会提供了客观条件。

1、原来是在赌气？詹皇暂缓官宣内情曝光，萧华施压惹恼老詹团队

尤文方面认为布雷默并非非卖品，但必须要有匹配身价的报价才考虑放行。

2、启鸣达人WAIC首发《世界模型驱动的教育AGI白皮书》

从任何一个单点看，这些动作都堪称教科书。

3、美国队红牌「特赦」，FIFA脸都不要了

没有对比就没有伤害。遭遇逆转，拿到第10名！中国U17男篮惜败5分！“散装零食都做成了很小的包装，所以我拿的时候，不会纠结多少钱，每样几块钱，堆在一起就两三百了。

4、追寻共同记忆 中美青年在柳州续写飞虎队友谊

更难得的是，他不是只懂技术的科学家，而是横跨研究和管理。

5、故意放水or真实实力？混血国手单挑赛负网红引热议：真给CBA丢脸

阿根廷占据64%的控球率，射门15次，更是英格兰的3倍，其中5次射正，而英格兰仅有2次射正，阿根廷更加勇敢，潘帕斯雄鹰配得上晋级决赛，而三狮军团沦为“三喵”，只守不攻，最终败北。

6、NBA夏联：火箭负猛龙吞首败 次轮状元17+6+6+5伦迪6三分

玩家看到的真相很直白：不是没有研发产能，而是厂商不愿把资源耗费在收益极低的老角色补全上。

在整个AI短剧漫剧产业链中，AI影视创作应用成为竞争最密集的地带，这也成为吴太兵所说的“练兵场”。

截至2025年底，地平线机器人现金及现金等价物余额高达201.88亿元，同期公司短期借款余额仅约0.2亿元。

7、猛龙交易方案曝光：送走两将换回旧将鲍威尔+篮网中锋

汽车交付量也重回增长轨道，二季度交付480,126辆，一扫此前的阴霾。

国内的情况更复杂，GPU 生态长期占据主导，CUDA 工具链和开发习惯构成了很高的迁移门槛。

8、从巡回赛到挑战赛到希望赛，六大疑问等待中国选手解开答案

今晚，图赫尔的选择让我们付出了代价。

球迷们的调侃虽然带着几分无奈，却一针见血：“这个世界还是拳头大说话管用，英不及美，任何领域！”更有甚者直言：“宽萨这是替巴洛贡扛了一场？” 在绿茵场上，红牌本应是绝对的红线，是对危险动作的严厉惩戒。

随着这脚高射炮，阿根廷的世界杯梦，彻底碎了。

美联储加不加息？7月29日议息会议是关键节点。