在筛选入围品牌的过程中，我们发现人工智能在"兴趣消费"重要组成部分——游戏产业中发挥日益突出的作用。 近日，中国国际数字娱乐产业大会(CDEC)组委会发布消息，公布了8月份举行的ChinaJoy AIGC大会首批嘉宾名单，包括清华大学人工智能研究院副院长朱 军、腾讯混元 AIGC ToB 业务负责人邵帅等AI领域专家参会。据悉，今年的AIGC会议将以"破晓之光"为主题，探讨"AIGC驱动的数字娱乐新范式"等内容。 而在上月底，腾讯发布混元游戏视觉生成平台，这是依托混元大模型打造的首个工业级AIGC游戏内容生产引擎。 为何国内最负盛名的游戏行业盛会和游戏行业"一哥"不约而同打出"AIGC"这张牌？ 2025高品质消费品牌TOP100行业趋势观察 为进一步助力经济高质量发展、提振消费信心，南方都市报近日启动"高品质消费观察"系列专题，聚焦兴趣消费、颜值经济、体验经济、消费科技等九大热 门赛道，展开系列调研、走访和报道。 同时，南方都市报将举办"2025高品质消费生态大会"，从企业品质力、成长性、创新性、社会责任等方面综合评定"2025高品质消费品牌TOP100"。 实际上，随着人工智能技术的飞速发展，以AIGC为 ...

Market Overview - US stock indices experienced fluctuations, with the Dow Jones down 0.22%, Nasdaq up 0.32%, and S&P 500 up 0.01. The VIX index fell 0.45% to 17.61. The US dollar index decreased by 0.45% to 98.82. The yield on the 10-year US Treasury bond dropped by 2.244% to 4.356%, with a spread of 48.7 basis points compared to the 2-year bond yield. Spot gold rose by 0.56% to $3,372.18 per ounce, while Brent crude oil fell by 1.11% to $64.84 [1]. Industry & Stocks - In the industry sector, apart from energy, utilities, and consumer staples which fell by 1.95%, 1.75%, and 0.7% respectively, the other seven sectors of the S&P 500 saw gains: semiconductors up 1.49%, communications up 0.64%, materials up 0.38%, real estate up 0.31%, healthcare up 0.2%, technology up 0.15%, and industrials up 0.06 [1]. - Chinese concept stocks mostly rose, with KWEB up 2.48%, TSMC up 2.42%, Alibaba up 3.9%, Pinduoduo up 1.34%, JD.com up 2.84%, Li Auto down 0.17%, Xpeng up 3.77%, Futu up 6.93%, and NIO up 6.23 [1]. Focus of the Day - STMicroelectronics CEO Jean-Marc Chery indicated signs of market recovery, expecting increased demand that could boost performance in upcoming quarters. The company anticipates achieving the midpoint of its revenue forecast for Q2, which is $2.71 billion [3]. - Broadcom announced the shipment of its latest data center switch chip, Tomahawk 6, which boasts an Ethernet switching capacity of 102.4 terabits per second, double that of any current market Ethernet switch bandwidth. This chip is designed for data centers running AI processor clusters [5]. - The German government approved a tax relief plan worth €46 billion aimed at stimulating economic growth, which includes favorable depreciation options for businesses [6]. - India formally challenged the US over increased auto tariffs at the WTO, indicating a tougher trade stance despite ongoing negotiations for a temporary agreement [7]. Tesla Sales Data - Tesla's wholesale sales in China for May reached 61,662 units, a year-on-year decline of 15%. In Europe, sales plummeted, with UK sales down 45.8% to 1,758 units and German sales down 36.2% to 1,210 units [9]. - Cathie Wood's Ark Invest reduced its Tesla holdings by approximately 50,000 shares, realizing about $17 million, despite previously projecting a price target of $2,600 for Tesla [9]. Cryptocurrency Insights - Coinbase CEO Brian Armstrong warned that if the US fails to manage its debt effectively, Bitcoin could potentially replace the dollar as the new reserve currency. This sentiment is echoed by the Winklevoss twins, who advocate for Bitcoin investment amid rising US debt concerns [10]. Market Trends - Bubble Mart has emerged as the first tenfold stock in the "Guzi economy," with its share price soaring from HKD 19.8 to a peak of HKD 233.2, marking a cumulative increase of over 10 times and a market capitalization exceeding HKD 300 billion [10].

游戏厂商在AI（人工智能）方面的"军备竞赛"再升级。 近日，腾讯混元游戏视觉生成平台（以下简称"混元游戏"）正式发布。这不是一个简单的"AI画图"工 具，而是一套瞄准游戏美术工业化痛点的全流程生产系统。据腾讯方面介绍，从概念设计、草图渲染到 3D（三维）建模交付，设计师只需输入文本或手绘草图，AI就能自动生成体系化的视觉资产，甚至直 接输出360度动态演示。 游戏厂商拥抱AI已非新鲜事，网易通过AI辅助叙事工具，有效缩短《燕云十六声》的剧情制作周期。 三七互娱（002555.SZ）不但投资了一众AI、大模型公司，其在2025年一季度财报中还明确表示，已构 建以AI能力底座为核心、涵盖智能化产品层与业务应用层的架构。但腾讯此番出手是将自身的AI能力 输出到外部。 《每日经济新闻》记者注意到，截至目前，混元游戏暂时处于免费申请体验的阶段，未来这一产品将如 何商业化？其又将给行业带来哪些变局？对此，腾讯混元应用模型中心负责人芦清林在6月3日接受了 《每日经济新闻》记者专访。 游戏行业的美术外包迎来"大鲇鱼" 头部厂商虽然已经建立起工业化流程，但多工具切换、人工主导的模式仍然效率低下；而中小团队的境 遇则更加严峻—— ...

Core Viewpoint - Tencent is developing an AI-driven game creation solution called "VISVISE," which includes various development tools like Auto LUV and Skirt AI, indicating a significant investment in AI technology for game development [1] Group 1: AI Game Development Tools - Tencent's GoSkinning team has created tools such as Auto LUV and Skirt AI as part of the VISVISE initiative, showcasing a comprehensive approach to AI in game development [1] - The company is actively developing various AI game tools to enhance its offerings in the gaming sector [1] Group 2: Industrial-Grade AIGC Platform - Tencent's mixed yuan has launched an industrial-grade AIGC game content production engine, which significantly optimizes game asset generation and production processes [1] - The platform can accurately replicate various artistic styles and themes, including "thick paint," "celluloid," and "cyberpunk," demonstrating its versatility in generating high-consistency game content [1] Group 3: Financial Impact and Industry Trends - During the Q1 earnings call, Tencent's CEO Ma Huateng noted that AI capabilities have already made substantial contributions to businesses like Changqing Games [1] - Other companies in the industry, such as NetEase and miHoYo, are also increasing their investments in AI game development, indicating a broader trend towards AI integration in gaming [1]

来源：光明网 5月24日-25日，由北京通用人工智能学会主办的首届国际通用人工智能大会（TongAI）在北京召开。作 为我国首个聚焦通用人工智能（AGI）的国际学术盛会，大会汇聚来自哈佛大学、新加坡管理大学、北 京大学、清华大学等国内外一流高校专家学者以及腾讯等领军企业技术领袖共襄盛举，通过深度思想碰 撞与交流构建原创性技术路线，推动国际学术界携手突破认知边界、共塑技术范式。 腾讯首席科学家、Robotics X实验室主任张正友在大会主论坛作主题报告。腾讯杰出科学家胡瀚在"多模 态交互学习"专题会议中对腾讯混元多模态大模型进行了详细介绍。 胡瀚提到，腾讯在大模型上的技术迭代正不断提速。腾讯混元模型矩阵全面升级，旗舰快思考模型混元 TurboS、深度思考模型混元T1双双迭代。基于TurboS基座，腾讯新推出视觉深度推理模型T1-Vision和 端到端语音通话模型混元Voice。混元图像2.0、混元3D v2.5及混元游戏视觉生成等一系列多模态模型也 同步"上新"。 语言模型跻身全球前八，技术能力持续提升 在疯狂卷技术的全球大模型角逐中，腾讯混元正小步快跑、快速迭代，技术能力持续提升。 在全球公认的权威大语言模型 ...

A股游戏股集体上涨，其中，游族网络直线涨停，电魂网络、冰川网络大涨超7%，昆仑万维（维权）涨超7%，盛天网络、巨人网络、星辉娱乐涨超5%。 ETF方面，国泰基金游戏ETF、华夏基金游戏ETF、游戏ETF华泰柏瑞分别涨2.96%、2.94%和2.93%。 | 序号 | 证券代码 | 证券简称 | 今日涨幅% | 年涨跌幅% | 基金管理人 | | --- | --- | --- | --- | --- | --- | | l | 516010 | 游戏ETF | 2.96 | 11.53 | 国泰基金 | | 2 | 159869 | 游戏ETE | 2.94 | 11.79 | 华夏基金 | | 3 | 516770 | 游戏ETF华泰柏瑞 | 2.93 | 11.85 | 华泰柏瑞基金 | | 4 | 159805 | 传媒ETF | 1.71 | 4.55 | 鹏花真金 | 龙头公司业绩超预期催化，尤其是头部企业盈利强劲：网易2025年Q1游戏业务收入240亿元，同比增长12.1%；世纪华通营收同比增长91.12%，创历史新 高，出海收入占比超50%。AI技术赋能全产业链 其次AI赋能游戏行业，降本增效与 ...

Investment Rating - The industry rating is "Recommended" [5] Core Insights & Investment Recommendations - Trade uncertainties have resurfaced, with President Trump threatening a 50% tariff on EU imports, which may disrupt market risk appetite temporarily. However, China's core assets still hold low-positioning value due to domestic demand resilience, industrial chain upgrades, and policy support [2][24] - OpenAI's acquisition of the AI hardware startup io for $6.5 billion marks its entry into the hardware sector, indicating a strategic shift from a "pure software ecosystem" to an "end-side closed-loop" strategy. This move is expected to lower the technical usage threshold and accelerate the commercialization of AI applications in consumer scenarios [2][43] - Investment opportunities include: 1) Hong Kong internet leaders benefiting from consumption promotion and employment stability; 2) The gaming industry, which is expected to see growth due to policy incentives and technological empowerment; 3) The film and cultural tourism industry, which will benefit from consumption policies promoting cinema recovery [3][25] Industry Data - The top three films at the box office are "Dumpling Queen" with a revenue of 31.83 million yuan (21.10% market share), "Hunting Gold: Game" with 29.16 million yuan (19.40%), and "Life Opens the Door" with 25.13 million yuan (16.70%) [4][58]

整理 | 傅宇琪、褚杏娟 字节跳动发公告：请勿向我司员工赠送礼品礼金，包括粽子礼盒、红包等；内部人士回应快手"强制员 工每天刷一小时短视频"刚上线就卡塞？ 昆仑万维：使用量过大，已限流；零一万物确认公司联合创 始人谷雪梅已在数月前离职；顶刊论文现"飙脏话辱骂第二作者"，期刊回应；马斯克宣布回归 7x24 小 时工作状态，还要睡在工厂里；英伟达 Blackwell GPU 刷新 AI 推理速度世界纪录，实现 1000 TPS / User 里程碑；苹果将向开发者开放 AI 大模型，以刺激新应用开发；OpenAI 以 65 亿美元收购 AI 设 备公司 io；京东投资稚晖君的智元机器人公司…… 行业热点 字节跳动发公告：请勿向我司员工赠送礼品礼金，包括粽子礼盒、红包等 5 月 23 日，字节跳动采购部发布《致商业伙伴的端午合规提示》，称字节跳动高度重视合规管理， 坚定践行诚信经营、阳光合作的理念，对腐败、贿赂行为"零容忍"。如发现合作方行贿字节跳动员 工，或伙同员工谋取不正当利益，相关合作方将被列入永不合作主体清单，字节跳动不再接受其服务 或产品。 提示中称，希望所有的商业合作都基于卓越的业务水平和服务品质而非任 ...

以下文章来源于快鲤鱼 ，作者巴里 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（5.17-5.23）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周AI热点资讯 国内大事 脉脉：大模型算法岗位新发平均月薪达70107元 脉脉数据显示， 截至5月22日，小鹏汽车以雇主指数 65671 位列第一，元戎启行（雇主指数 60462）、文远知行（雇主指数59969）紧随其后。智能辅助驾驶领域处于高速发展期，企业正在高 薪招揽高技术人才以提升市场竞争力。小鹏汽车在脉脉发布的"端到端大模型资深算法工程师"岗位年 薪最高达120万元，自动驾驶算法专家岗位年薪最高135万元。 优质企业对技术人才的渴求与日俱增。产业链上下游企业对大模型算法、智驾系统工程师岗位的需求 尤为强烈。从薪资水平看，2025年1月1日-5月20日期间，位列高薪岗位前三的岗位分别是：大模型 算法岗位新发平均月薪达70107元，居行业第一。AIGC算法工程师（69779元）、搜索算法（69342 元）分列高薪榜第二三位。 ...

本文摘自：2025年5月22日发布的 腾讯混元游戏发布，看好AI的游戏领域应用 陈 筱 ，资格证书编号： S0880515040003 杨 昊 ，资格证书编号： S0880524020001 更多国泰海通研究和服务 亦可联系对口销售获取 重要提醒 报告导读： 腾讯混元游戏视觉生成平台发布，AI在游戏产业的应用探索持续进步，已经 开始接近工业化水平，有望推动游戏行业生产范式改变，促进游戏产业的多元化发展。 产品功能面向游戏工业级内容生产，可提升美术设计效率达数十倍。 根据发布会，混元游戏现阶段上线能 力包括： 1 ） AI 美术管线，集成多个 AI 工具，在一个页面完成"灵感 - 概念草图 - 标准角色多视图"的 工作流程； 2 ）实时画布，借助实时 AI 能力，设计师通过手绘草图快速生成并即时修正概念设计，"边 画边看"； 3 ） AI2D 美术生成，能够理解各种游戏名词、概念、风格描述，精准还原概念创意； 4 ）专 业角色多视图生成，混元 AI 可基于单张角色原画一键生成符合行业规划的标准三视图及 360 °旋转视 频，耗时从传统的 12 小时压缩至几分钟到 30 分钟，目前该能力已经用于多个头部游戏项目， ...