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传媒行业：AI行业周报，腾讯混元上线视频生成能力，OPENAI官宣12场新品发布会
GF SECURITIES·2024-12-09 10:07

Investment Rating - The industry investment rating is "Buy" [3] Core Viewpoints - The report highlights the continuous growth and competition in the AI sector, particularly focusing on the performance of major AI models in both domestic and international markets [3][10] - Tencent's Mix Yuan has launched video generation capabilities and open-sourced its model, which is noted as the largest video open-source model with 13 billion parameters [3][10] - OpenAI has announced a series of product launches, indicating ongoing innovation in the AI space [3][10] Domestic AI Dynamics Tracking - According to SimilarWeb, the weekly web traffic for major domestic AI models from November 25 to December 1, 2024, is as follows: Kimi 802.37 million visits (up 3.16%), Wenxin Yiyan 496.66 million visits (down 7.53%), Tongyi Qianwen 258.13 million visits (up 3.21%), Doubao 544.72 million visits (up 2.71%), Zhizhu Qingyan 87.98 million visits (down 9.00%), Xunfei Xinghuo 50.18 million visits (down 29.54%), Tiangong AI 39.36 million visits (up 1.01%), and Tencent Yuanbao 30.76 million visits (up 3.46%) [3][28] - App download statistics show that Kimi had 36.88 million downloads (up 13.15%), Wenxin Yiyan 13.15 million downloads (up 2.65%), Tongyi Qianwen 6.36 million downloads (down 0.72%), Doubao 202.99 million downloads (down 0.54%), Zhizhu Qingyan 12.23 million downloads (down 16.75%), Xunfei Xinghuo 4.29 million downloads (down 8.14%), Tiangong AI 2.57 million downloads (down 2.52%), and Tencent Yuanbao 6.63 million downloads (up 12.85%) [3][28] International AI Dynamics Tracking - ChatGPT continues to lead in web traffic among international AI models, although there has been a slight decline in new domain visits [3][10] - Claude and Gemini have also seen a decrease in traffic, while LLaMa has been on a continuous downward trend since August [3][10] Investment Recommendations - The report suggests focusing on the empowerment of AI in various sectors such as gaming, marketing, education, and film [3][10] - Specific companies to watch include Tencent Holdings, NetEase, 37 Interactive Entertainment, and Perfect World in gaming; BlueFocus, Yidian Tianxia, and Focus Media in advertising; and Jiafa Education, Century Tianhong, and Southern Media in education [3][10]