传媒行业：AI行业周报，腾讯开源Hunyuan-Large，Anthropic推出新Claude AI模型

Investment Rating - The report rates the media industry as "Buy" [4] Core Insights - The report highlights the ongoing developments in the AI sector, particularly focusing on domestic and international AI models and applications [2][3][19] - It emphasizes the importance of AI in enhancing various industries such as gaming, marketing, education, and film [3] Domestic AI Dynamics - According to SimilarWeb, the web traffic for major domestic AI models from October 28 to November 3, 2024, is as follows: - Kimi: 7.27 million visits, up 2.81% - Wenxin Yiyan: 5.19 million visits, up 4.13% - Tongyi Qianwen: 2.29 million visits, down 1.54% - Doubao: 4.31 million visits, up 1.48% - Zhipu Qingyan: 0.87 million visits, up 0.81% - Xunfei Xinghuo: 0.55 million visits, up 23.29% - Tiangong AI: 0.42 million visits, up 2.46% - Tencent Yuanbao: 0.29 million visits, up 4.18% [2][24][25] - App download statistics show that Kimi had 0.30 million downloads, up 13.85%, while Doubao had 1.85 million downloads, down 6.30% [25] International AI Dynamics - ChatGPT continues to lead in web traffic among international AI models, while Claude's traffic has increased during this period [2][3] - The report notes that Gemini's weekly traffic has slightly increased, while LLaMa's traffic has been declining since August [2] Investment Recommendations - The report suggests focusing on the following sectors for investment opportunities: - Gaming: Companies like Tencent Holdings, NetEase, and Perfect World are expected to benefit from AI's ability to enhance game content [3] - Marketing: Companies with AI tool products such as BlueFocus and Epoint are highlighted [3] - Education: Companies like Jiafa Education and Century Tianhong are noted for their potential in utilizing AI for knowledge understanding and Q&A applications [3] - Film: Companies such as Huace Film & TV and Bona Film Group are expected to leverage AI for industrialization and quality enhancement [3]