人工智能周报（25年第6周）：国产大模型百花齐放，追赶全球领先水平

Investment Rating - The report maintains an "Outperform" rating for the internet sector, indicating expected performance above the market index by over 10% [3][34]. Core Insights - The domestic AI models are rapidly advancing, with DeepSeek's Janus-Pro-7B model outperforming DALL-E3 in the GenEval benchmark, achieving a score of 0.80 compared to DALL-E3's 0.67 [19]. - DeepSeek has significantly reduced its development costs to $6 million, saving over 98% compared to OpenAI's o1 model [27]. - The upcoming 2025 Global Developer Pioneer Conference in Shanghai aims to connect the entire AI industry chain, promoting collaboration and innovation [27]. Summary by Sections Company Dynamics - DeepSeek's Janus-Pro-7B model excels in text and image processing, showing strong performance in medical imaging and industrial inspection [19]. - Alibaba Cloud has integrated popular models like DeepSeek-R1 and launched features for easier deployment, enhancing the AI development experience for users [20]. - The new K1.5 model from 月之暗面 shows significant improvements in reasoning capabilities, closely rivaling OpenAI's top models [21]. - Meta has introduced a policy framework for high-risk AI systems, indicating a shift in their approach to AI development and safety [22]. - Google has launched the Gemini 2.0 series, which includes models with improved performance and cost-effectiveness, although the stock price fell by 7% following the announcement [23]. Investment Recommendations - The report suggests increasing exposure to the Hong Kong internet sector, particularly recommending Alibaba and Tencent due to their strong positioning to benefit from AI trends [30].