全球AI周报：Meta推出Llama4系列模型，OpenAI预计GPT-5未来几月内发布

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected industry index increase of over 5% within the next six months [35]. Core Insights - Meta's launch of the Llama 4 series models, featuring over 10 million tokens in a multimodal context window, and OpenAI's anticipated release of GPT-5 in the coming months are expected to bolster investor confidence in the AI sector amid current market adjustments [6][13]. - The AI Agent sector is evolving towards higher intelligence and autonomy, with products like AutoGLM and Genspark's Super Agent demonstrating capabilities for complex task execution and proactive user understanding [20][24]. - Despite recent fluctuations in AI computing power stocks due to external factors, the ongoing advancements in AI applications are projected to drive a new wave of demand for reasoning computing power [6]. Summary by Sections Technology Giants Updates - Meta has introduced the Llama 4 series, which utilizes a mixture of experts (MoE) architecture and supports native multimodal capabilities. The Llama 4 Scout model has 109 billion parameters and can run on a single H100 GPU, while the Maverick model boasts 400 billion parameters and excels in reasoning and programming tasks [2][13]. - OpenAI plans to release o3 and o4-mini soon, with GPT-5 expected in the coming months, promising significant improvements in reasoning, planning, and memory functions [16][18]. AI Product Updates - The AutoGLM model from Zhizhu demonstrates deep research and operational capabilities, embodying the concept of machines that can think and act autonomously [20]. - Genspark's Super Agent can autonomously complete complex tasks by integrating multiple language models, enhancing its generalization and stability [24]. - Runway's Gen-4 video model achieves significant breakthroughs in image fidelity and dynamic motion, setting a new standard for video generation [30].