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国元证券:Kimi K2 Thinking模型发布 看好AI应用等主题方向
GUOYUAN SECURITIESGUOYUAN SECURITIES(SZ:000728) 智通财经网·2025-11-11 11:51

AI Applications - The October AI application rankings show ChatGPT, Doubao, Quark, Baidu Cloud, and Gemini as the top five globally [1][2] - Doubao surpasses Quark to become the leading domestic application with a monthly MAU of 159 million, reflecting a 6.28% month-over-month growth [1][2] - Other notable monthly active users include Tencent Yuanbao at 73 million, Deepseek at 72 million, and ByteDance's Jimeng AI at 4.511 million, with a 5.16% month-over-month increase [1][2] - Significant events in AI include OpenAI's $38 billion computing partnership with Amazon, the release of the Kimi K2Thinking model, iFlytek's launch of the Xunfei Spark X1.5 and related AI products, and OpenAI's introduction of GPT-5-Codex-Mini [2] Gaming - The top three games on the iOS weekly sales chart as of November 6 are "Honkai: Star Rail," "Honor of Kings," and "Delta Force" [3] - The game "Supernatural Action Group" launched a new character and ranked between 15-25 during the week, while G-bits' "Staff Sword Legend" ranked around 40 [3] - A partnership between Shengqu Games and Mango TV aims to create a new ecosystem for mini-games, and Bilibili's single-player game "Escape from Duckkov" has sold over 3 million copies [3] Film and Television - The total box office for the week of November 1-7 reached 207 million yuan, with "Improv Murder" as the top film, earning 42.11 million yuan and accounting for 20.3% of the weekly box office [3] - Upcoming films include "Demon Slayer: Infinity Castle Chapter One" and "Now You See Me 3," with high anticipation levels indicated by 579,000 and 284,000 people wanting to watch, respectively [3] - "Zootopia 2" is scheduled for release on November 26, and "Avatar: Fire and Ash" on December 19, highlighting a rich supply of imported films [3]