加拿大7月进口 753.7亿加元，前值由736.3亿加元修正为737.6亿加元。

Citic Securities says competition among video-generation models is moving from pure quality benchmarks to production-ready output and commercial monetization, with AI-generated drama emerging as the first large-scale consumption scenario. Seedance2.5 boosts delivery efficiency through long-duration generation, multimodal referencing and consistency editing; platforms such as Tomato Novel, creator centers and production studios are assuming IP development and mass production. Hongguo is building a commercial outlet via free content, algorithmic distribution and ad/e‑commerce monetization while using moderation, revenue-sharing and investment to upgrade supply; ByteDance is creating a closed loop across models, content, traffic and monetization. With content supply expanding and distribution/promotion resources becoming scarce, the core bottleneck has shifted from production capacity to effective supply, concentrating value toward firms with high commercialization efficiency, premium IP and production capabilities, high-quality corpora and deep partnerships with Hongguo.

Broadcom (AVGO.O) CEO said he expects large-scale volume production and deliveries of a Meta Platforms (META.O)-customized MTIA accelerator to begin in Q4.