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视频、游戏大模型还在红利期，昆仑万维方汉：今年是世界模型元年，商业空间远超想象_我的网站
一 | 本文来源：时代周报 作者：何珊珊 AI行业的下半场，拼的早已不是内容生成能力，而是“读懂真实世界”的能力。 FORT LAUDERDALE, Fla. -- Lionel Messi is evidently going back to China, after Inter Miami took advantage of not making the Major League Soccer playoffs by signing a deal to play two exhibitions there next month.The team said it would play a pair of friendlies against Chinese Super League teams, first in Qingdao, China against Qingdao Hainiu on Nov. 5 and then against Chengdu Rongcheng in Chengdu, China on Nov. 8. Those two stadiums can both hold between 50,000 and 60,000 fans.Those dates coincide with the first round of the MLS playoffs. Inter Miami was eliminated from playoff contention earlier this month.Inter Miami's announcement of the deal did not specifically mention Messi or any other player, though it would be surprising if Chinese officials agreed to the games without some sort of guarantee that the seven-time Ballon d'Or winner and the team's other best-known standouts — Sergio Busquets and Jordi Alba among them — would be making the trip if physically able.“This will be a great opportunity to continue building on our 2023 campaign, in which we achieved our first-ever trophy,” Inter Miami sporting director and chief soccer officer Chris Henderson said in a release distributed by the team. "We will take this as an opportunity to begin our preparations for 2024, as we look to build on last season and find more success moving forward.”If Messi — who led Argentina to the World Cup title last year — plays, it would be at least the eighth time he has traveled to China for exhibitions for club or country since 2005. Ticket for all previous Messi appearances have sold at a wild pace in China, a nation that has a massive soccer following even without much in the way of global success by the men's national team. China's women made the World Cup final in 1999, falling to the U.S. in a penalty-kick shootout to decide the title at the Rose Bowl in California.Messi has played in China as recently as this past June, shortly after he stunned much of the soccer world by announcing that he was signing a 2 1/2-year contract worth around $150 million to come to MLS and play for Inter Miami. He scored barely one minute into a match for Argentina against Australia in Beijing on June 15, and later was surprised by fan — one wearing a Messi jersey — somehow getting onto the field to ask for a hug.Messi also won Olympic gold in China, helping Argentina win the title at the Beijing Games in 2008. He and Inter Miami co-owner David Beckham have enormous followings in Asia, along with several endorsement deals in the region.This is the first international tour for Inter Miami, which is about to end its fourth MLS season. The team won the Leagues Cup this season, doing so shortly after Messi began playing for Inter Miami in July.The team didn't reveal television or ticket information. The lowest-priced seats for Messi's appearance at Beijing in June were listed at $80 and the highest-priced were around $670 at face value; if the price points for that match are similar to what's set on this tour, the two matches could generate well over $20 million in ticket revenue alone.That suggests this trip could be another major financial win for Inter Miami. MLS officials said Messi's jersey has been the league's top seller in 2023 — even though it wasn't on sale until July — and the team has told its season ticket holders that it plans to increase prices dramatically for the 2024 season.“We’re very excited to continue to expand our club's global reach, bringing our team to play in front of incredible fans across the globe," Inter Miami chief business officer Xavier Asensi said in remarks distributed by the club. "This is a special opportunity to share the passion as we reach new audiences and put ourselves on display in new places, and we’re looking forward to beginning this adventure.”Inter Miami finishes its MLS season this week with matches against Charlotte on Wednesday and Saturday. Messi is currently with Argentina's national team for World Cup qualifying and — given that nothing is at stake — it would seem unlikely that he'll appear in either of the final two MLS matches of the season for his club.The team hasn't publicly revealed plans for any other international tours for 2024, but others are expected given Messi's enormous global popularity.___AP soccer: https://apnews.com/hub/soccer。
二 | 在2026世界人工智能大会（WAIC）上，这一判断已经成为全行业共识，持续数年的通用大模型参数军备赛彻底退潮，“世界模型”一跃成为核心赛道之一。整个AI产业正迎来从“数字内容创作”到“物理世界理解与交互”的跃迁。 “今年是世界模型元年，”7月19日，昆仑万维董事长兼CEO方汉在论坛现场如此判断。
三 | 该公司同步发布Matrix-Game3.5交互式世界模型、Murekav9.5音乐大模型等重磅迭代产品，宣告公司技术路线从虚拟世界内容生产，正式向物理世界具身智能场景延伸。 方汉对时代周报记者表示，视频、音乐、游戏大模型仍处在明确的性能红利期，市场天花板远未触达；而面对技术迭代的焦虑，答案从来不是抗拒工具，就像马车夫学会开汽车，先拥抱变化的人能先吃到时代红利。
四 | 昆仑万维董事长兼CEO方汉现场演讲 异构数据将打破成本壁垒 就AI产业的迭代脉络，方汉认为，过去两年行业重心集中在文字、图像、视频等静态内容生成，而2026年的核心命题变为“理解真实物理世界、完成闭环交互”，世界模型正是实现这一跨越的底层技术底座。
五 | 而要打造能适配机器人、智能制造、开放游戏的通用世界模型，海量高质量训练数据是绕不开的硬门槛。 方汉在采访中给出明确行业阈值：模型想要完成有效收敛，至少需要千万小时级训练数据，长期优化则要冲击亿小时规模。传统动捕采集模式成本极高，一套专业采集设备采购价十余万元，单小时采集成本可达千元，想要凑齐千万小时样本，投入将达数十亿量级，绝大多数企业难以承担。 “异构数据（手机、普通摄像头采集的日常操作视频）彻底打破成本壁垒，采集硬件普及、场景覆盖更广，单小时采集成本降至个位数，多样性与真实环境复杂度远超专业动捕素材。”他表示，异构数据将成为世界模型预训练核心燃料，高精度动捕数据仅用于后期微调强化学习。 方汉透露，昆仑万维发布的黎曼1.0具身模型，基于海量异构数据训练，在叠衣服等复杂家居任务上性能直接提升8个百分点。 从数据产能竞争来看，他认为中国厂商手握天然优势，国内拥有全球最完整工业门类，家政、物流、制造、医疗等真实场景供给充足，同时数据采集硬件产业链全部本土化，成本控制能力全球领先，未来千万小时级训练数据产能将集中在中国企业手中。 对于当下“大批企业转向垂直应用，基础模型投入降温”的行业论调，方汉提出截然不同的判断。 他认为，纯应用层项目存在巨大风险，通用大模型会持续吸收各类细分行业能力，大量垂直工具会被底层模型直接内化；企业核心竞争力必须扎根基础模型研发，若布局应用业务，也要保证自有数据、业务流程无法被通用模型复刻。因此，他建议AI创业者摒弃“拿着锤子找钉子”的思路，深耕行业真实痛点，从需求倒推所需模型能力，而非依靠现有技术强行适配赛道。 影视音、游戏等文娱赛道模型仍在红利期 多模态AIGC商业化落地成效，成为本届WAIC热议话题之一。方汉判断，文本大模型增长节奏逐步放缓，但视频、音乐、游戏三大赛道仍处在明确性能红利期，商业化天花板远未触及，付费转化意愿显著高于其他AI品类。 音乐赛道上，昆仑万维全新升级的Murekav9.5打出“最无AI味”标签，解决过往AI编曲堆砌、情感空洞痛点，生成过程实时回看修正旋律、编曲逻辑，指令精准度提升超10%，同时打通图文、视频一键配乐链路，支持MV全流程协同创作，形成从灵感构思到完整音视频产出的闭环工具。 AI在影视短剧赛道已跑出规模化落地样本。 爱奇艺高级副总裁杨海涛在同一场合分享最新运营数据：平台每日上线超3000部AI短剧、上千条AI漫画内容，AI工具将影视前期故事板、后期特效制作效率提升50%以上，单部网络电影可节约三周制作周期，暑期还将批量上线AI参与创作的院线向网络影片。 短剧爆发并非偶然，短视频长期重塑大众注意力习惯，用户习惯于十几秒出现一次剧情反转，而AI大幅压低短剧拍摄、剪辑成本，各类细分题材得以批量供给，长尾需求被充分满足。 现场文娱从业者带来真实创作体验。中国电影家协会副主席、国家一级演员黄晓明现场分享实测感受，他使用Mureka复刻杨宗纬曲风生成抒情歌曲，歌词情绪贴合指示词；同时黄晓明惊叹AI视觉迭代速度，近期观看AI成片，人脸面部毛孔、微表情细节已难区分虚实。 演员王珞丹则分享AI创作幕后，称为达到理想镜头反复调试提示词至凌晨。她认为AI是高效创作工具，但故事内核、审美判断永远由人类创作者主导。青年导演崔也表示，AI能高效完成大群演、极端天气等实拍难实现的镜头，大幅降低成本。 谈及AI演戏或机器人是否替代从业者的大众焦虑，方汉对时代周报记者比喻道，汽车诞生时马车夫恐慌，枪械普及后弓箭手担忧，但最先掌握新技术的群体一定会先吃到时代红利。影视导演、剪辑、音乐人无需畏惧AI，自身独有的审美、叙事、情绪感知能力是模型无法复刻的优势。主动拥抱工具、实现人机协同的创作者，融合AI才能形成差异化竞争力。 当下，中国凭借完整的工业体系、丰富的场景资源与成熟的硬件供应链，有望在这一轮技术竞赛中占据数据产能的先发优势。而技术迭代的本质始终是工具升级，而非对人的替代，当创作门槛持续降低，更多普通人的创意得以释放，整个AIGC产业将迎来更广阔的增长空间。
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