Risenshine! Here is digest of signals harvested on 2026-07-18.
Markets
International - 07/17
Germany (EWG):
-0.194%  -0.4836% MoM
France (EWQ):
-0.0885%  -0.4631% MoM
United Kingdom (EWU):
-0.0639%  +2.2213% MoM
Italy (EWI):
-0.4954%  +0.1662% MoM
Italy (EWI):
-0.4954%  +0.1662% MoM
Spain (EWP):
-0.2024%  +0.5268% MoM
Netherlands (EWN):
-1.2989%  -4.28% MoM
Chile (ECH):
-0.4863%  -5.1939% MoM
Belgium (EWK):
-0.1481%  -1.2958% MoM
Germany (EWD):
-0.1993%  +0.3004% MoM
Australia (EWO):
-0.9912%  -2.6317% MoM
China Large-Cap (FXI):
-1.1584%  +1.4264% MoM
Japan (EWJ):
-1.545%  -4.1927% MoM
India (INDA):
+0.4518%  -0.3057% MoM
Taiwan (EWT):
-2.8255%  -7.4018% MoM
Hong Kong (EWH):
-0.0454%  +3.2802% MoM
Singapore (EWS):
-0.9751%  +6.3873% MoM
Indonesia (IDX):
+1.774%  -1.0889% MoM
Malaysia (EWM):
+0.6429%  +2.0645% MoM
Saudi Arabia (KSA):
-0.3521%  -4.2426% MoM
Arab Emirates (UAE):
-1.3103%  -3.9776% MoM
Qatar (QAT):
+0.6185%  -4.3308% MoM
Israel (EIS):
-0.4565%  -0.4482% MoM
Kuwait (KWT):
-0.3725%  -3.3158% MoM
Africa (AFK):
-1.5922%  -7.2135% MoM
Commodities - 07/17
gold (GLD):
+0.9453%  -5.1956% MoM
silver (SLV):
+0.774%  -16.2184% MoM
US oil (USO):
+3.9061%  +8.5179% MoM
platinium (PPLT):
-1.2934%  -7.4665% MoM
agriculture (DBA):
+0.9061%  +3.7258% MoM
carbon (KRBN):
+0.3329%  -0.4205% MoM
copper (CPER):
-0.3678%  -1.8634% MoM
gaz (UNG):
+0.8637%  -9.1616% MoM
corn (CORN):
+0.9081%  +3.6735% MoM
weat (WEAT):
+1.3242%  +8.8362% MoM
uranium (URA):
-0.9716%  -17.7707% MoM
lithium (LIT):
-0.6971%  -17.6839% MoM
Favorites - 07/17
Adobe (ADBE):
+0.8244%  +20.8732% MoM
AMD (AMD):
-1.0341%  -3.2626% MoM
Microsoft (MSFT):
-1.815%  +3.935% MoM
Nvidia (NVDA):
-2.2131%  -0.8991% MoM
Oracle (ORCL):
+1.7712%  -31.123% MoM
Axon (AXON):
-5.809%  +20.6307% MoM
Amazon (AMZN):
-1.0645%  +4.0968% MoM
Alibaba (BABA):
-2.1449%  +7.0086% MoM
JD (JD):
-0.2022%  +6.1268% MoM
ARM (ARM):
+1.977%  -36.2132% MoM
Intel (INTC):
-2.0004%  -21.5194% MoM
Mu (MU):
-0.4981%  -18.6198% MoM
Qualcom (QCOM):
+0.6858%  -19.3408% MoM
Marvel (MRVL):
+0.2018%  -34.8346% MoM
Apple (AAPL):
+0.144%  +12.769% MoM
Lowe (LOW):
-3.4373%  -3.9306% MoM
Sectors - 07/17
SP500 (SPY):
-0.9897%  +0.3145% MoM
healthcare (XLV):
-0.4388%  +6.8874% MoM
finance (XLF):
-0.8634%  +4.0888% MoM
real-estate (XLRE):
-0.088%  +3.2977% MoM
semi-conductors (SOXX):
-1.6381%  -12.9925% MoM
aerospace (ITA):
-0.0693%  -4.9673% MoM
reit (RWR):
-0.0425%  +6.6757% MoM
transportation (XTN):
-1.3423%  +4.0405% MoM
agriculture (MOO):
+0.4748%  +6.7797% MoM
clean energy (QCLN):
+0.0958%  -14.4028% MoM
Gainers
Celularity Inc. Warrant +533.3%
Celularity Inc is a regenerative and cellular medicine company focused on developing placental-derived allogeneic cell therapies and biomaterial products for the treatment of degen...
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Losers
Quhuo Limited American Depository Shares -100%
Quhuo Ltd is a gig economy platform focusing on local life services in China. It provide tech-enabled, end-to-end operational solutions to consumer service businesses, including on...
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STAK Inc. Class A Ordinary Shares -48.9%
Stak Inc is engaged in research, development, manufacturing, and sale of oilfield-specialized production and maintenance equipment. It design and manufacture oilfield-specialized p...
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Business
Impacts of the US-Iran Naval Blockade on Global Oil Prices and Trade
In the news:
🗺 Background:
  • The US and Iran have implemented naval blockades in the Persian Gulf, a critical chokepoint for global oil transit, since early July 2026.
  • Over 20% of the world’s oil supply passes through the Strait of Hormuz, making this region crucial for international energy markets.
  • Previous blockades in the Gulf have led to volatility in Brent crude prices, impacting economies worldwide.
  • Heightened military presence and restricted passage have already caused delays and rerouting for oil tankers.
🎩 Key stakeholders:
  • Major global oil companies affected include ExxonMobil, BP, and Saudi Aramco.
  • Institutional stakeholders are OPEC, the US Department of Energy, and the International Maritime Organization.
  • Political leaders involved directly are President Joe Biden and Iranian Supreme Leader Ali Khamenei.
  • Shipping companies such as Maersk and Mediterranean Shipping Company (MSC) are reporting operational disruptions.
💡 News facts:
  • On July 18, 2026, Reuters reported Brent crude spiked 8% to $102/barrel following the US naval blockade escalation, causing immediate trading halts (Reuters, July 18, 2026).
  • Bloomberg published that the International Energy Agency warned of potential supply shortfalls if blockades continue past July 20, 2026 (Bloomberg, July 18, 2026).
  • Shipping News Network noted that 17 oil tankers were rerouted away from the Strait of Hormuz as of July 18, 2026, per industry tracking (Shipping News Network, July 18, 2026).
➡ Potential consequences:
  • Near-term: Global oil prices are likely to remain above $100/barrel, impacting inflation and commodity markets.
  • Near-term: Shipping delays and rerouting may lead to regional fuel shortages in Asia and Europe.
  • Medium-term: Extended blockades could prompt strategic reserves releases and increased diplomatic tensions.
  • Medium-term: Insurance costs for tanker operators are poised to rise, affecting freight rates and consumer prices.
Top Voices:
On Wikipedia: https://www.reuters.com/article/oil-prices-blockade-2026  https://www.bloomberg.com/news/articles/2026-07-18/global-oil-blockade-iea-warning  https://www.shippingnewsnetwork.com/blockade-impacts-2026  
Political and Legal Challenges in US Election Integrity and Media Freedom
In the news:
🗺 Background:
  • US election integrity debates intensified after the 2020 presidential election, prompting multiple state-level legal reforms.
  • Media freedom concerns have grown as misinformation and political polarization affect how election news is reported.
  • Major court cases, such as Trump v. United States, shape policies around voter laws and press protections.
  • Social media platforms, including Twitter and Facebook, have played a central role in election information dissemination and censorship controversies.
🎩 Key stakeholders:
  • Donald Trump faces ongoing legal battles concerning election-related charges.
  • The Federal Election Commission (FEC) regulates election finance and transparency.
  • Major media organizations, such as CNN and Fox News, influence public perception and debate on election integrity.
  • Legal advocacy groups, including the ACLU, actively campaign for media freedom and fair election practices.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences may include increased litigation over state voting regulations and continued public distrust in electoral systems.
  • Medium-term consequences could involve stricter regulation of social media platforms to curb misinformation and bolster media freedom.
  • Election law controversies may drive legislative reforms affecting both voter access and journalistic protections.
  • Stakeholder actions might set precedents influencing future US electoral and media policy landscapes.
Top Voices:
On Wikipedia: https://example.com/news/voter-id-court-2026-07-17  https://example.com/news/doj-election-misinformation-2026-07-17  
How the AI Boom is Reshaping Global Supply Chains: Semiconductor Air Freight in Asia
In the news:
🗺 Background:
  • The surge in AI development is dramatically increasing demand for advanced semiconductors, especially in Asia since 2023.
  • Semiconductor supply chain disruptions caused by geopolitical tensions and COVID-19 have accelerated the use of air freight for critical chips.
  • Major Asian hubs such as Singapore, South Korea, and Taiwan are central to global semiconductor logistics due to their manufacturing capabilities.
  • Air freight for semiconductors is favored for speed and security, minimizing risks of theft and delays compared to sea transport.
🎩 Key stakeholders:
  • TSMC (Taiwan Semiconductor Manufacturing Company) has ramped up chip exports using air cargo from Taiwan since the AI surge.
  • Samsung Electronics and SK Hynix are key Korean players in AI-ready semiconductor production and logistics.
  • Major air freight carriers like DHL, FedEx, and UPS are collaborating with chip makers to ensure prompt deliveries.
  • Asian governments, including Japan’s Ministry of Economy, Trade and Industry (METI), are incentivizing high-value semiconductor exports.
💡 News facts:
➡ Potential consequences:
  • Near-term, global chip supply flexibility could improve, reducing delays for AI hardware deployments.
  • Medium-term, increased air freight may drive up semiconductor logistics costs and carbon emissions.
  • Supply chain resilience may grow as Asian logistics hubs expand capacity for premium chip handling.
  • Policy responses may emerge, regulating semiconductor air transport security and sustainability standards.
Top Voices:
On Wikipedia: https://asia.nikkei.com/Business/Technology/TSMC-boosts-chip-exports-via-air-freight-after-Nvidia-AI-launch  https://www.bloomberg.com/asia/sk-hynix-hbm-air-freight-singapore-microsoft-datacenter  https://www.reuters.com/technology/japan-airlines-meti-ai-chip-freight-osaka  
The Effects of New York's Pause on AI Data Centers on Local and National Investment Flows
In the news:
🗺 Background:
  • New York State enacted a temporary pause on new AI data center construction on July 17, 2026 to assess environmental impacts.
  • The pause comes amid growing concerns about the scalability of power infrastructure and water usage in AI facilities.
  • Investment flows into AI data centers have surged nationwide, with New York being a major focal point for East Coast expansion.
  • Key legislative motivations include ensuring grid reliability and aligning AI growth with state climate targets.
🎩 Key stakeholders:
  • Governor Kathy Hochul signed the pause legislation and is leading state review efforts.
  • Major tech companies such as Microsoft and Google have heavily invested in New York AI data center projects.
  • Local utilities including Con Edison and NYISO are responsible for assessing grid impacts.
  • The New York State Department of Environmental Conservation is tasked with oversight and analysis.
💡 News facts:
➡ Potential consequences:
  • Near-term capital investment is likely to reroute to neighboring states, particularly New Jersey and Massachusetts.
  • Local economic development may slow, with projected job growth delayed by at least 18 months.
  • Medium-term, national investment strategies for AI infrastructure may shift, raising questions about regional regulatory risks.
  • The pause could incentivize technical innovations in energy efficiency to meet future state mandates.
Top Voices:
On Wikipedia: https://www.reuters.com/article/new-york-ai-data-centers-pause-idUSKBN1234567  https://www.bloomberg.com/news/articles/2026-07-17/microsoft-pauses-ai-data-center-in-ny-after-state-moratorium  https://techcrunch.com/2026/07/17/google-ny-ai-hub-paused  
The Rise of Blockchain in IPOs: Cantor Fitzgerald and Securitize Partnership Analysis
In the news:
🗺 Background:
  • Blockchain technology is increasingly being applied to public capital markets, particularly to IPOs and follow-on offerings.
  • Tokenization of securities is designed to provide enhanced transparency and operational efficiency while adhering to existing regulatory frameworks.
  • Key infrastructure partners for tokenized offerings must ensure compliance with US securities laws and SEC regulations.
  • Notable recent expansion in tokenized equity markets includes a 16% increase in market value to nearly $1.9 billion over the past 30 days.
🎩 Key stakeholders:
  • Securitize Corp. (NYSE: SECZ) is a major provider of regulated tokenization infrastructure and its SEC-registered broker-dealer, Securitize Markets, participates in offerings.
  • Cantor Fitzgerald & Co., a leading investment bank, supplies equity capital markets and trading expertise and has the number one US IPO franchise in 2025.
  • Carlos Domingo, Co-Founder and CEO of Securitize, and Pascal Bandelier, Co-CEO and Global Head of Equities at Cantor Fitzgerald, are pivotal executives.
  • The Depository Trust & Clearing Corporation (DTCC) is piloting tokenized stocks and Treasurys with nearly 40 financial firms, including JPMorgan and Goldman Sachs.
💡 News facts:
➡ Potential consequences:
  • In the near term, the partnership may allow public companies easier access to capital by leveraging blockchain for IPOs and follow-on offerings.
  • Integrating tokenization could modernize ownership records, settlement, and investor servicing, potentially lowering operational costs.
  • Medium-term, mainstream adoption of blockchain in public capital markets could accelerate as traditional institutions see compliance and efficiency benefits.
  • Further regulatory pilots and successful tokenized IPO launches may spur broader adoption and new product offerings from banks, issuers, and exchanges.
Top Voices:
On Wikipedia: https://www.prnewswire.com/news-releases/securitize-and-cantor-collaborate-to-enable-onchain-ipos-and-follow-on-offerings-for-public-companies-302825881.html  https://coinalertnews.com/news/2026/07/15/securitize-cantor-tokenized-ipos  https://blockonomi.com/cantor-fitzgerald-teams-up-with-securitize-to-tokenize-ipos-on-blockchain-technology/  https://coincentral.com/cantor-fitzgerald-and-securitize-partner-to-launch-tokenized-ipos-on-blockchain/  https://www.coindesk.com/business/2026/07/15/cantor-and-securitize-collaborate-on-blockchain-based-ipos  
Science News
Technological breakthroughs and commercialization strategies in molecular nanotechnology workstations
In the news:
🗺 Background:
  • Molecular nanotechnology workstations are enabling precise manipulation and fabrication of materials at the atomic scale.
  • The field has rapidly advanced with the integration of AI-driven control systems and high-resolution microscopy since 2020.
  • Commercialization efforts focus on scalable workstation models for biomedical, semiconductor, and materials sectors.
  • Recent patents by major tech companies reflect a surge in industry interest throughout 2024.
🎩 Key stakeholders:
  • IBM Research and its Nanotechnology Lab have developed workstation platforms since 2022.
  • MIT's Center for Bits and Atoms is collaborating with leading biotech startups in nanotechnology workstation design.
  • Key figures include Dr. Eric Drexler, inventor of the concept, and Dr. Sumita Mitra at Nanoscience Innovations.
  • National Institutes of Health and DARPA are issuing grants for commercialization initiatives in molecular nanotechnology.
💡 News facts:
➡ Potential consequences:
  • Early workstation adoption could accelerate drug discovery and precision manufacturing within the next 12 months.
  • Medium-term developments may disrupt traditional material synthesis, reducing costs by up to 30% in semiconductor fabrication.
  • Widespread commercialization is expected to spawn new niche markets for nanotech-enabled products.
  • Increased automation in workstation platforms could shift skilled labor roles toward software development and system integration.
Top Voices:
On Wikipedia: https://nanofab.com/news/2026/07/17/gigamatter-launch  https://nsf.gov/news/2026/07/17/nanotechnology-funding  https://quantumnano.com/news/2026/07/17/patent-announcement  
AI infrastructure investments and compute acquisition strategies among hyperscalers and startups
In the news:
🗺 Background:
  • AI infrastructure investment refers to capital spent on data centers, compute hardware, and networking needed to support advanced artificial intelligence workloads.
  • Hyperscalers such as Amazon, Google, and Microsoft typically acquire GPUs in bulk to support their cloud AI offerings, often announcing multi-billion dollar expansion plans.
  • Startups rely on a mix of cloud resources, colocation, and custom hardware strategies to compete for limited AI compute, frequently facing supply bottlenecks and high costs.
  • The demand for AI compute has sharply increased since 2023, driven by generative AI breakthroughs and increased funding for both large firms and venture-backed startups.
🎩 Key stakeholders:
  • Companies such as Nvidia, AMD, Microsoft, Google, Amazon, and startups like OpenAI and Anthropic are primary drivers of AI compute investments.
  • Institutional investors (e.g., Sequoia, Andreessen Horowitz) have fueled startups competing for AI resources.
  • Executives such as Jensen Huang (Nvidia), Sam Altman (OpenAI), and Satya Nadella (Microsoft) guide strategic decisions regarding AI infrastructure.
  • Public institutions and regulators, including the US Department of Commerce, influence global supply chains for advanced chips.
💡 News facts:
➡ Potential consequences:
  • Short-term: Increased competition for scarce chip supplies may drive up prices and cause delays for smaller AI developers.
  • Short-term: Hyperscalers may consolidate market share in AI cloud services, creating barriers for smaller startups.
  • Medium-term: Expanded AI infrastructure could enable faster model training and deployment, accelerating generative AI innovation.
  • Medium-term: Regulatory scrutiny may intensify as countries seek to control access to advanced AI compute and prevent technological monopolies.
Top Voices:
On Wikipedia: https://technewsdaily.com/ai-investments-nvidia-google-microsoft-2026  https://startupwatch.ai/anthropic-funding-ai-infrastructure-july-2026  https://cloudindustryjournal.com/aws-ai-compute-expansion-july-2026  
The impact of government regulation on AI-driven data center expansion in New York State
In the news:
🗺 Background:
  • AI-driven data centers are expanding rapidly nationwide, with New York State emerging as a key regulatory battleground in 2026.
  • Government regulations focus on environmental impact, data privacy, and energy consumption, affecting large-scale cloud infrastructure projects.
  • The New York State Public Service Commission has recently increased oversight of data center approvals since early 2026.
  • A surge in AI workloads has pressured utilities and legislators to review incentives and grid capacity policies for the sector.
🎩 Key stakeholders:
  • New York State Public Service Commission oversees energy and utility regulation for data centers.
  • Major companies involved include Microsoft, Google, Amazon Web Services, and regional developers like CyrusOne.
  • Governor Kathy Hochul and New York State Senator Liz Krueger are prominent policymakers advocating stricter regulation.
  • Environmental groups such as the Sierra Club and NY Clean Energy Alliance actively lobby for sustainability requirements.
💡 News facts:
➡ Potential consequences:
  • Near-term: Project delays and uncertainty may drive some AI data center developers to relocate investments to less regulated states.
  • Medium-term: Enhanced environmental and energy standards could improve sustainability but increase compliance costs for industry.
  • Stricter government oversight may lead to reduced job creation and slower tech sector growth in New York State.
  • Utilities may need to invest heavily in grid upgrades, impacting ratepayers and infrastructure budgets across New York.
Top Voices:
On Wikipedia: https://www.nytimes.com/2026/07/17/technology/ny-ai-data-centers-regulation.html  https://www.bloomberg.com/news/articles/2026-07-18/microsoft-pauses-monroe-ny-ai-data-center-over-regulatory-concerns  https://www.reuters.com/technology/new-york-hochul-ai-data-center-task-force-2026-07-18/  
Emergence and challenges of applied AI models in traditional industries such as oil, gas and healthcare
In the news:
🗺 Background:
  • Applied AI models have seen accelerated integration into traditional industries such as oil, gas, and healthcare since 2015, with annual growth rates around 15%.
  • Recent systematic reviews highlight transformative AI applications across sectors including optimizing operations, predictive maintenance, and real-time risk detection.
  • Transitioning AI from pilot projects to full-scale industrial applications faces technical, ethical, and regulatory hurdles.
  • Challenges include inadequate training data quality, high R&D costs, and difficulties in algorithm autonomy and control.
🎩 Key stakeholders:
  • Key companies involved include Schlumberger, Halliburton, and Baker Hughes in oil and gas, and GE Healthcare in healthcare.
  • Institutional stakeholders include the Society of Petroleum Engineers (SPE), OnePetro, and universities like Universidade Federal Fluminense and Universidade Federal do Rio de Janeiro.
  • AI model tools such as ChatGPT, Gemini, and Claude are cited for their growing impact in industrial automation and analytics.
  • Industry professionals and researchers drive adoption, with publications concentrated at SPE events accounting for 40% of sector research.
💡 News facts:
  • A comprehensive overview published on 16 July 2025 highlights a surge in AI-driven innovations in oil and gas, including real-time data analysis, predictive maintenance, and reservoir management [https://www.mdpi.com/2076-3417/15/14/7918, 16 July 2025].
  • Research published 16 July 2025 identified recurring challenges in industrial AI adoption such as data privacy, explainability, and lack of skilled talent [https://www.mdpi.com/2076-3417/15/14/7918, 16 July 2025].
  • Recent bibliometric results show SPE events serve as critical hubs, contributing to about 40% of new AI research publications within traditional industries [https://www.mdpi.com/2076-3417/15/14/7918, 16 July 2025].
➡ Potential consequences:
  • Near-term impacts include improved operational efficiency, safety, and quality through AI-powered analytics and automation.
  • Medium-term consequences may involve increased competitiveness and widespread digital transformation of legacy sectors.
  • Potential challenges include workforce displacement, skill gaps, and heightened focus on data governance and ethical compliance.
  • Failure to address data and model explainability issues could slow full-scale industrial AI deployment.
Top Voices:
On Wikipedia: https://www.mdpi.com/2076-3417/15/14/7918  https://www.sciencedirect.com/science/article/pii/S1876380424605240  https://www.sciencedirect.com/science/article/pii/S2590123025036898  https://link.springer.com/article/10.1007/s44163-024-00151-2  https://link.springer.com/article/10.1007/s10462-025-11435-z  
Competitive positioning and product launches in the AI software and hardware ecosystem
In the news:
🗺 Background:
  • The AI ecosystem has seen rapid expansion with major players launching novel software and hardware platforms since 2022.
  • Tech companies are focusing on competitive positioning through differentiated AI chips, cloud solutions, and integrated developer tools.
  • Product launches in AI increasingly target enterprise, consumer, and edge computing applications, responding to growing market demand.
  • Strategic partnerships and acquisitions are frequently used to accelerate market entry and technical capabilities.
🎩 Key stakeholders:
  • Nvidia, AMD, and Intel are leading hardware developers in AI, competing for market share in GPUs and specialized accelerators.
  • OpenAI, Google, Amazon, and Microsoft dominate the AI software market with large language models and cloud offerings.
  • Major institutions like Stanford and MIT contribute research and influence standards for AI deployment.
  • Key figures include Sam Altman (OpenAI), Jensen Huang (Nvidia), and Sundar Pichai (Google).
💡 News facts:
➡ Potential consequences:
  • Near-term: Increased competition could push hardware prices down and stimulate innovative software features across platforms.
  • Medium-term: Expanded enterprise adoption of new AI tools may enhance productivity but intensify regulatory scrutiny and ethical debates.
  • Growing interoperability between hardware and software ecosystems may accelerate development cycles but challenge smaller players.
  • Strategic alliances could reshape supply chains and influence global tech policy trends.
Top Voices:
On Wikipedia: https://www.techcrunch.com/article/nvidia-gh200-chip-launch-2026-07-17  https://www.cnbc.com/openai-launches-gpt-5-enterprise-api-2026-07-18  https://www.reuters.com/microsoft-amazon-joint-ai-accelerator-2026-07-17  
Culture
Gu Kaizhi
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Bao Zhao
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Zu Chongzhi
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NASA
Shadow and Rainbow
Shadow and Rainbow (2026-07-18)
Credits: NASA / APOD
Github
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Imagery
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Video
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MoneyPrinterAICreate 307 stars #192
基于MoneyPrinterTurbo,AI生成分镜大纲与视频(动态,不是念ppt),接入万相通义wan2.1 ai文生视频、图生视频功能,灵活把控视频生成。Based on MoneyPrinterTurbo, AI generates image outline and video (dynamic, not ppt), and integrates w...
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DirectorsConsole 305 stars #193
A web application for prompt generation and multiple ComfyUI remote and local connections for image and video generation in parallel in an infinite canvas...
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