传媒行业：AI行业周报，腾讯混元即将上线视频生成功能，谷歌发布新模型

Investment Rating - The industry investment rating is "Buy" [1] Core Insights - The report highlights the dynamic tracking of AI in China, with significant web traffic changes for major AI models. Kimi leads with 7.78 million visits, while Wenxin Yiyan saw a decline of 3.44% [4][37]. - Tencent's Mixuan model is set to launch video generation capabilities on December 3, 2024, and Kunlun Wanwei's Skywork O1 model has shown superior reasoning capabilities, improving efficiency by approximately 20% in specific tasks [5][23]. - The report suggests continuous monitoring of AI's impact on various sectors, including gaming, marketing, education, and film, recommending specific companies for investment [5]. Domestic AI Dynamic Tracking - Major AI model web traffic for the week of November 18-24, 2024, includes: Kimi at 7.78 million (up 2.39%), Wenxin Yiyan at 5.37 million (down 3.44%), Tongyi Qianwen at 2.50 million (up 2.06%), and Doubao at 5.30 million (up 4.03%) [4][37]. - App download statistics show Kimi at 325,900 (up 19.98%), Wenxin Yiyan at 128,100 (up 1.74%), and Tongyi Qianwen at 64,000 (up 27.18%) [4][37]. Overseas AI Dynamic Tracking - ChatGPT continues to lead in web traffic among major AI models, with a slight increase in visits. Claude and Gemini saw declines, while LLaMa's traffic has recently increased [4]. Investment Recommendations - The report recommends focusing on AI's empowerment in gaming, marketing, education, and film industries, highlighting companies such as Tencent, NetEase, and Huace Film & TV for potential investment opportunities [5].