传媒行业：AI行业周报，字节发布全新豆包AI视频模型，谷歌Gemini 1.5模型升级

Investment Rating - The report maintains a "Buy" rating for the media industry, consistent with the previous rating [1]. Core Insights - The report highlights the recent developments in AI models, including the launch of ByteDance's new Doubao AI video model and the upgrade of Google's Gemini 1.5 model [1]. - Domestic AI model products have shown varied web traffic, with Kimi leading at 5.4651 million visits, followed by Wenxin Yiyan at 4.4039 million visits, both experiencing declines [1][14]. - The report emphasizes the potential of AI to enhance various sectors such as gaming, marketing, education, and film, recommending companies like Tencent, NetEase, and Huace Film [1]. Summary by Sections Domestic AI Dynamics - According to SimilarWeb, the web traffic for major domestic AI models from September 16 to September 22, 2024, shows Kimi at 5.4651 million visits (down 6.39%), Wenxin Yiyan at 4.4039 million visits (down 10.97%), and Doubao at 3.0218 million visits (down 1.60%) [1][14]. - App download statistics indicate Kimi at 158,600 downloads (up 2.81%), while Doubao saw a significant drop to 152,090 downloads (down 24.79%) [1][15]. Overseas AI Dynamics - The report notes that ChatGPT continues to lead in web traffic among overseas AI models, with a steady increase in new domain visits, while Claude's traffic has slightly increased [1]. Investment Recommendations - The report suggests focusing on companies that leverage AI for content creation in gaming, marketing, education, and film, highlighting Tencent, NetEase, and Huace Film as key players [1].