传媒行业，AI行业周报：字节发布GR-2，OPENAI推出CANVAS

Investment Rating - The report assigns a "Buy" rating for the media industry [2]. Core Insights - The report highlights a significant decline in web traffic for major domestic AI models, with Kimi leading at 396.34 million visits, down 37.18% from the previous period. Other models like Wenxin Yiyan and Tongyi Qianwen also experienced substantial declines [12][14]. - The report emphasizes the potential of AI in various sectors such as gaming, marketing, education, and film, suggesting that companies like Tencent, NetEase, and Huace Film & TV could benefit from AI advancements [2][4]. Summary by Sections Domestic AI Dynamics - Major domestic AI models saw a decrease in web traffic, with Kimi at 396.34 million visits, Wenxin Yiyan at 296.92 million, and Tongyi Qianwen at 162.87 million, all showing significant declines [12][15]. - App download statistics indicate that Kimi had 17.39 million downloads, down 10.76%, while Tencent Yuanbao saw an increase of 83.07% to 5.81 million downloads [14][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 experienced a slight decline [2][4]. Investment Recommendations - The report suggests focusing on companies that leverage AI for enhancing gaming content, improving marketing efficiency, and advancing educational tools. Specific companies to watch include Tencent, NetEase, and Huace Film & TV for gaming; BlueFocus and Focus Media for marketing; and Jifa Education and Century Tianhong for education [2][4].