画饼仙人马斯克
09-24
这个价位了这种成长性极差的公司还叫别人买,488被套的吧。
大摩:视觉数据决定AI未来,特斯拉(TSLA.US)站上“光子竞赛”前沿
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href=\"https://laohu8.com/S/603138\">海量数据</a>,则其价值将不可估量。</p><p><strong>特斯拉:转向“纯视觉”训练</strong></p><p>2025年5月,特斯拉前Optimus负责人发布了一系列视频,展示Optimus通过人类视频学习自主完成任务。这些视频以第一人称视角(摄像头位于演示者身上)拍摄,但最终目标是转向通过“随机摄像头”和互联网视频获取的第三人称视角。</p><p>“特斯拉据称将转向‘纯视觉’方法预训练Optimus,不再使用穿戴动作捕捉服与VR的遥操作员,改为录制工人执行任务的视频作为训练数据。”</p><p>这一转变标志着特斯拉在训练范式上的重大调整,凸显出视觉数据在机器人行为模仿与泛化能力中的核心作用。</p><p>该行预计,未来视觉数据将不仅用于训练模型,更将用于构建“机器人训练健身房”(模拟环境),从而在数字世界中迭代数十亿种场景。特斯拉车主在驾驶时不仅在物理空间<a href=\"https://laohu8.com/S/00941\">中移动</a>,也在“玩电子游戏”,向模拟世界输送数据以训练最新FSD模型;Meta眼镜用户在教模型如何弹钢琴、织毛衣、倒咖啡或倒垃圾。</p><p>大摩强调,视觉数据是训练下一代AI模型的核心资源,其价值正在被重新定义。特斯拉、Meta和Figure AI等公司通过不同的路径推进数据收集战略,从车辆、眼镜到房地产,无一不在争夺这场“光子竞赛”的领先地位。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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AI等公司正通过不同路径积极布局视觉数据的收集与利用。该行强调:“你可以拥有世界上所有的计算资源,但若没有视觉数据,就无法训练视觉-语言-行动模型(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH 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