Kunlun(SZ:300418) Xin Lang Cai Jing·2025-05-26 06:34Core Insights - Domestic AI product web traffic data shows significant variations in user engagement, with Kimi leading at 6.5867 million visits, while Xunfei Xinghuo experienced a notable decline of 30.30% [1] - Internationally, ChatGPT remains dominant with 12,652.431 million visits, reflecting a 2.21% increase, while LLaMA saw a substantial rise of 58.99% [1] - Major AI events include Google's I/O 2025 conference, where new AI products were launched, and various companies introduced innovative applications enhancing user interaction and content generation [2] Domestic AI Product Data - Kimi: 6.5867 million visits, up 1.62% - Wenxin Yiyan: 2.0604 million visits, up 7.79% - Tongyi Qianwen: 196,200 visits, down 5.48% - Doubao: 13.8957 million visits, up 14.79% - Zhipu Qingyan: 452,600 visits, up 10.82% - Xunfei Xinghuo: 146,100 visits, down 30.30% - DeepSeek: 96,380 visits, up 1.49% - Tencent Yuanbao: 577,600 visits, up 6.46% - Tiangong AI: 143,100 visits, down 7.91% [1] International AI Product Data - ChatGPT: 12,652.431 million visits, up 2.21% - Claude: 2,165.07 million visits, up 0.63% - Gemini: 1.0206 million visits, up 22.37% - LLaMA: 73,000 visits, up 58.99% [1] AI Events and Innovations - Google I/O 2025 introduced several AI product iterations, including the impressive Veo 3 video model [2] - Kunlun Wanwei launched "AI Office Intelligent Body" Skywork Super Agents for multi-modal content generation [2] - Doubao App added video call functionality for enhanced user interaction [2] - Tencent released AI browser QBot, offering personalized services based on user behavior [2] - OpenAI expanded its Responses API to support advanced features for developers [2] Investment Recommendations - AI Marketing: Focus on Yidian Tianxia, BlueFocus, and others - AI Toys: Attention to Shanghai Film, Talking Tom, and others - AI Emotional Companionship: Recommendations for Kaiying Network and others - AI Film: Recommendations for Huace Film and others - AI IP: Focus on Zhongwen Online and others - AI Games: Recommendations for Kaiying Network and others [3]