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传媒行业：AI行业周报，OpenAI发布全新模型sCM，谷歌Gemini团队并入DeepMind
GF SECURITIES·2024-11-13 12:14

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - OpenAI has released a new model, sCM, which enhances image generation speed by 50 times and expands training to 1.5 billion parameters with only two sampling steps [4] - Google's Gemini team has been integrated into DeepMind to improve AI research efficiency [4] - The report emphasizes the potential of AI in various sectors such as gaming, marketing, education, and film [4] Domestic AI Dynamics Tracking - According to SimilarWeb, the web traffic for major domestic AI models from October 14 to October 20, 2024, is as follows: - Kimi: 6.6543 million visits, down 0.40% - Wenxin Yiyan: 4.9773 million visits, down 1.61% - Tongyi Qianwen: 2.3719 million visits, down 7.57% - Doubao: 3.7445 million visits, up 1.43% - Zhipu Qingyan: 892,100 visits, up 1.32% - Xunfei Xinghuo: 499,200 visits, down 3.92% - Tiangong AI: 349,600 visits, down 4.52% - Tencent Yuanbao: 271,800 visits, up 3.11% [3][28][29] - App download data shows Kimi at 240,500 downloads, up 19.39%; Wenxin Yiyan at 131,900 downloads, up 12.35%; Doubao at 1,966,100 downloads, up 51.74%; and Tencent Yuanbao at 64,500 downloads, up 54.49% [28][29] Overseas AI Dynamics Tracking - ChatGPT continues to lead in web traffic among major overseas AI models, with a moderate increase in new domain visits; Claude's traffic has slightly increased, while Gemini's traffic has decreased [3][4] - The report highlights the ongoing trends in AI model applications and their impact on various industries [4] Investment Recommendations - The report suggests focusing on the following sectors for investment: 1. Gaming: Companies like Tencent Holdings, NetEase, and Perfect World are expected to benefit from AI's ability to enhance game content quality [4] 2. Marketing: Companies with AI tool products such as BlueFocus and Epoint are recommended [4] 3. Education: Companies like Jiafa Education and Century Tianhong are highlighted for their potential in AI-driven educational applications [4] 4. Film: Companies such as Huace Film & TV and Bona Film Group are expected to leverage AI for industrialization and quality enhancement [4]