全球科技行业周报：Google发布Gemini 2.5 Pro AI模型，关注鸿蒙产业机会

Investment Rating - Industry Investment Rating: Overweight [1] Core Insights - The report highlights the strong momentum in AI development both domestically and internationally, with a focus on opportunities in the Hongmeng ecosystem [4][43] - Google announced the release of the upgraded Gemini 2.5 Pro AI model, which is available through Gemini API and Google's Vertex AI and AI Studio platforms [3][45] - Alibaba Cloud has open-sourced the Qwen3 series models, which have shown superior performance in various benchmarks compared to well-known models like OpenAI's [5][44] Market Performance Review - From May 6 to May 9, 2025, the Shanghai Composite Index rose by 1.92%, while the ChiNext Index increased by 3.27%. The CSI 300 Index saw a rise of 2%, and the Hang Seng Tech Index fell by 1.22% [23][36] - The AI index increased by 2%, and the cloud computing index rose by 2.19%, indicating positive trends in these sectors [23][36] AI Developments - Google is set to launch the NotebookLM mobile app on May 20, 2025, which is currently available for pre-order [43] - Tencent has released and open-sourced a new multimodal video generation tool called Hunyuan Custom, which integrates various input modalities [44] - Kimi has launched a new general audio model, Kimi-Audio, supporting multiple audio-related tasks [44] Semiconductor Sector - TSMC reported a sales figure of 349.57 billion New Taiwan Dollars for April 2025, marking a year-on-year increase of 48.1% and a month-on-month increase of 22.2% [45]