人工智能周报（26年第2周）：Meta 收购 Agent 公司 Manus，智谱、MiniMax 上市-20260113

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [3][30]. Core Insights - The report highlights that 2026 is expected to see the emergence of more mature AI agent products, driven by advancements in multimodal capabilities, long-text processing, and reasoning abilities. This increase in demand for reasoning will lead to sustained revenue growth for upstream cloud computing providers [2][27]. - It notes that domestic internet giants are approximately one year behind their overseas counterparts in AI capital expenditures, but as the capabilities of large models improve and supply construction is released, AI will continue to empower the core businesses of these giants [2][27]. - The report anticipates that the third quarter will mark a peak in investment for the food delivery battle among internet giants, with a projected narrowing of losses for Alibaba, Meituan, and JD.com in the fourth quarter [2][27]. Company Dynamics - The report mentions that the Qianwen App achieved over 40 million monthly active users within 30 days of its public beta launch [1][14]. - Meta has announced the acquisition of AI company Manus, with its founder taking on a vice president role at Meta [1][14]. - ByteDance's overseas AI assistant Dola has surpassed 10 million daily active users [1][15]. - xAI, founded by Elon Musk, has expanded its AI computing capacity by acquiring a third building [1][18]. - Amazon has launched a web-based version of Alexa+ to compete directly with ChatGPT [1][19]. - Gaode's world model has topped WorldScore, indicating significant advancements in AI technology [1][20]. - Samsung plans to double the production of mobile devices equipped with Google AI to 800 million units this year [1][20]. Underlying Technology - Alibaba has upgraded its voice model Qwen3-TTS, introducing new models for voice design and cloning [2][21]. - ByteDance has launched the Seed Prover 1.5 model for formal mathematical reasoning, achieving a gold medal score in a recent competition [2][22]. - Tencent's HY-Motion1.0 has been open-sourced, enabling high-quality 3D animation generation from natural language descriptions [2][22]. - NVIDIA is in talks to acquire AI21 Labs for $2-3 billion, which specializes in large model technology [2][23]. - OpenAI has released ChatGPT Health, which connects to various health applications [2][23]. Industry Policy - The Sichuan provincial government has issued a plan for the construction of a national digital economy innovation development pilot zone [2][24]. - The National Development and Reform Commission has indicated that domestic computing power levels are expected to improve, providing strong support for the AI industry [2][24]. - Beijing has announced an action plan to build an AI innovation hub, aiming for a core industry scale exceeding 1 trillion yuan within two years [2][25].