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].

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]

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 ...

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。 ...

AI前沿每周关键词Top50 （ 0519-0523） 事件 正式收购io OpenAI 扫码加入ima知识库 （ 腾讯研究院ima AGI知识库二维码） 推 荐 阅 读 闫德利 ： 《 技术创新的性质》 点个 "在看" 分享洞见 每周50关键词 把握全局AI动态 点击 关键词 可查看资讯概述 | 类别 | Top关键词 | 主体 | | --- | --- | --- | | 算力 | 阿布扎比数据中心 | OpenAI | | 算力 | GB300等 | NVIDIA | | 算力 | CloudMatrix 384等 | 华为 | | 算力 | TPU应用 | Google | | 模型 | SWE-1模型 | Windsurf | | 模型 | BGE向量模型 | 智源研究院 | | 模型 | 模型矩阵更新 | 腾讯 | | 模型 | Gemini Diffusion | 谷歌 | | 模型 | Devstral | Mistral | | 应用 | Codex | OpenAI | | 应用 | 混元图像2.0 | 腾讯 | | 应用 | 新增生图功能 | Manus | | 应用 | LightL ...

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， ...

Group 1: Fund News - Jiahua Fund announced the appointment of Liu Wei as the new Chief Information Officer, following Yang Jingshuang's resignation for personal reasons [1] - Several fund companies have recently opened conversion services for different share classes of the same fund, with over ten companies including Dachen, Fuguo, and Penghua making announcements this year [1] - The number of low-fee products has expanded to over 1,000, with major fund companies like Yifangda and Huaxia reducing their fund fees, including both large funds and long-established products [1][3] Group 2: Notable Fund Manager Insights - Gao Daliang from CICC Fund highlighted the emergence of new consumption sectors, indicating a shift in investment logic from traditional "blue-chip supremacy" to "new consumption breakthroughs," emphasizing the importance of emotional value and channel efficiency [2] Group 3: ETF Market Overview - The market experienced fluctuations, with the Shanghai Composite Index down by 0.22%, the Shenzhen Component down by 0.72%, and the ChiNext Index down by 0.96%, with total trading volume at 1.1 trillion yuan, a decrease of 708 billion yuan from the previous trading day [3] - The S&P 500 ETF led the gains with an increase of 4.51%, while several bank ETFs also showed positive performance [3][4] Group 4: ETF Thematic Opportunities - Tencent's Hunyuan-Game platform was launched, focusing on industrial-grade game content generation, which is expected to enhance efficiency in content production, presenting potential opportunities for game ETFs [6] Group 5: Upcoming Fund Focus - The West China Gain Zhongzheng A500 Index Enhanced Fund is set to launch, managed by Sheng Fengyan, with a performance benchmark based on the Zhongzheng A500 Index [7]

兴业证券指出，传媒和游戏行业正迎来AI应用爆发元年。国产大模型能力持续追赶海外TOP模型，差距 缩小至7.46%，Tokens价格持续下探至0.5元/百万Tokens，叠加政策支持以AI应用为导向，A2A&MCP等 协议广泛应用，推动AI应用进入井喷阶段。游戏行业景气度回升，产品周期上升叠加AI降本增效，原 生AI玩法逐渐普及；长期来看，AI技术变革将带来传媒行业广阔机会，内容侧蓬勃发展叠加技术革 命，行业有望进入黄金时代。 游戏板块具备AI、内容、商业化模式变革多点催化，游戏ETF（159869）跟踪中证动漫游戏指数，反映 动漫游戏产业A股上市公司股票的整体表现，可以关注游戏ETF（159869）布局机会。 （文章来源：每日经济新闻） 5月22日午后，盘面上，游戏、军工电子、银行板块涨幅居前，非金属材料、环氧丙烷、电池板块跌幅 居前。午后，网络游戏概念股持续拉升，游戏ETF（159869）现涨近2.5%。持仓股中，昆仑万维盘中涨 停，游族网络、冰川网络、奥飞娱乐等涨幅居前。 5月20日消息，腾讯混元团队宣布：腾讯混元游戏视觉生成平台正式发布。这是首个工业级AIGC游戏内 容生产引擎，大幅优化了游戏资产生成与 ...