Group 1: AI Industry Developments - Dell has delivered the first NVIDIA GB300 NVL72 systems to CoreWeave, showcasing AI performance exceeding 100 quintillion floating-point operations per second and providing 40TB of fast memory per rack[8] - Meta has established the Meta Super Intelligence Lab, led by former Scale AI CEO Alexandr Wang, focusing on AI product and application research, with a team of 11 top talents from leading AI companies[9] - Amazon has deployed its one millionth robot and introduced the DeepFleet generative AI model, which reduces operational time by 10% and enhances delivery efficiency[11] Group 2: AI Applications and Innovations - Meta has added new AI features to WhatsApp Business, allowing large enterprises to utilize voice call functionalities through API, with over 200 million monthly active users[10] - Google has launched the Veo 3 video generation model, capable of producing 1080P videos with background sound and dialogue, supporting various visual styles[12] - France's Kyutai has open-sourced the Kyutai TTS model, providing a high-performance text-to-speech solution with low latency and support for English and French[13] Group 3: AI Model Advancements - Germany's TNG has introduced the DeepSeek-TNG R1T2 Chimera model, a 671 billion parameter open-source hybrid model with a 200% speed increase compared to its predecessor[19] - Zhiyuan AI has open-sourced the GLM-4.1V-Thinking model, which outperforms larger models in 18 out of 28 multimodal benchmarks, demonstrating strong performance in document understanding and STEM reasoning[20] - Google has released the Gemma 3n model, supporting image, audio, and text inputs and outputs, with innovative architecture allowing efficient operation with lower memory requirements[22] Group 4: Risks and Market Considerations - There are concerns regarding AI software sales falling short of expectations, potential changes in capital expenditure investment plans, and delays in AI product and large model development due to supply chain constraints[26]

Investment Rating - The report maintains an "Outperform" rating for the media and internet sector [4][39]. Core Views - The report expresses a positive outlook on the gaming sector and AI applications, particularly in the context of the summer box office and the rapid iteration of AI models and applications [2][3][37]. - The media sector has shown a 2.39% increase, outperforming both the CSI 300 (1.54%) and the ChiNext Index (1.50%) during the week of June 30 to July 6, 2025 [1][11]. Summary by Sections Industry Performance - The media sector's performance for the week was a 2.39% increase, ranking 6th among all sectors [1][11][12]. - Notable gainers included companies like Gigabit Network and Giant Network, while companies like Ciweng Media and Bona Film Group experienced declines [1][11]. Key Developments - Apple has adjusted its EU App Store rules to comply with the Digital Markets Act, providing developers with more operational flexibility [2][15]. - WeChat Pay launched the MCP feature, allowing AI to directly process payments during user interactions, paving the way for AI commercialization [2][16]. - MiniMax released the world's first open-source large-scale hybrid architecture inference model, ranking second in global evaluations [2][16]. - Google introduced the Gemini for Education AI tool suite, which is free for schools using the platform [2][17]. Investment Recommendations - The report suggests a focus on sectors such as gaming, advertising media, and film, with specific stock recommendations including Kaiying Network, Giant Network, and Yaoji Technology [3][37]. - The report highlights the potential for growth in high-demand IP toys and AI applications, recommending companies like Pop Mart and Zhejiang Cultural [3][37]. Company Earnings Forecasts - Key companies such as Kaiying Network, Fenzhong Media, and Mango Super Media are rated as "Outperform" with projected earnings per share (EPS) growth for 2025 and 2026 [4][39].

1、 Meta官宣研发AI聊天机器人Project Omni 近日，Meta正式官宣正在研发"Project Omni"项目，致力打造一批能主动与用户互动的AI聊天机器人，为 用户提供更多情绪价值，提升使用黏性与互动频率。据悉，这些AI机器人可在用户未主动开启对话时，依 据历史聊天记录主动发起交流。比如用户曾询问音乐见解，AI后续可能主动询问是否需要音乐推荐，若用 户未回复则不再继续发消息。另据Business Insider爆料，该项目上线尚需时日。其AI模型训练数据来自A lignerr，机器人支持多样化人设，能生成不同风格对话，还可接入第三方，充当提醒消息类机器人使用。 2、 谷歌推出全新AI工具套件Gemini for Education 近日，谷歌正式发布面向全球教育领域的全新AI工具套件Gemini for Education，并推出免费版本，助力 高效学习与教学。据悉，该产品专为教育场景定制，集成Gemini 1.5 Pro大模型，有文本生成、理解及编 程辅助等强大能力。教师可借此快速准备材料、设计考题，学生能获得个性化学习建议与作业辅导。它分 免费版和付费版（Gemini Education ...

Group 1 - Google, Nvidia, and seven other institutions have launched the world's first AI-native UGC game engine, Mirage, which can generate game content in real-time through natural language commands [1] - Mirage supports a smooth experience at 16 FPS, allowing for 5-10 minutes of continuous gameplay, with graphics quality comparable to GTA and Forza [1] - The core technology is based on a "world model" created using Transformer and diffusion models, trained on extensive gaming data to enable dynamic interaction and real-time control [1] Group 2 - Zhiyuan Research Institute has released OmniGen2, a unified image generation model that supports text-to-image, image editing, and theme-driven image generation [2] - The model introduces an innovative image generation reflection mechanism, significantly enhancing context understanding, instruction adherence, and image generation quality [2] - OmniGen2 has an open research experience version, with model weights, training code, and training data fully open-sourced, achieving over 2000 stars on GitHub within a week [2] Group 3 - Google has announced the free provision of the Gemini AI tool suite to global educators, deeply integrated into Google Classroom and ChromeOS [3] - Gemini in Classroom includes over 30 AI tools that can automatically generate lesson plans, classroom activities, and quiz questions, saving teachers preparation time [3] - New AI tools like NotebookLM and Gems, along with data analysis features, aim to create personalized learning experiences and data-driven teaching [3] Group 4 - Xingliu Agent is a multifunctional AI creation platform that can complete various creative tasks such as batch emoji generation, brand VI design, video generation, and 3D modeling through natural language commands [4][5] - Key features include high-quality content generation in bulk, Kontext intelligent image editing, and full media workflow support, establishing a new design paradigm of "Vibe designing" [5] - The platform offers free experience credits and supports diverse creative outputs, shifting the designer's role from "mastering technology" to "understanding needs and expressing creativity" [5] Group 5 - Tencent Yuanbao has introduced a new feature that supports AI-based image and video content search, allowing intelligent matching of content without restrictions on model usage [6] - The results can intelligently reference related video tutorials, facilitating a combination of text and video explanations, with one-click access to watch the videos [6] - Users can continue to ask follow-up questions after receiving initial answers, enhancing the interactive experience [6] Group 6 - The Xie Saineng team has released the Blender Fusion framework, enabling precise control of 3D scenes without relying on text prompts [7] - The core technology involves a three-step process: separating objects and scenes using the SAM model, editing in Blender, and generating high-quality composite images with a diffusion model [7] - The system employs a dual-stream diffusion synthesizer to enhance generalization and realism through techniques like source occlusion and simulated object jitter [7] Group 7 - xAI is set to release the new Grok 4 series, including the flagship Grok 4 and the specialized programming model Grok 4 Code, with a launch expected after the U.S. National Day [8] - Grok 4 features a context window of 130,000 tokens, supports function calls, structured outputs, and reasoning capabilities, but currently lacks visual and image generation functions [8] - Elon Musk aims for Grok 4 to rewrite the human knowledge base, filling in missing information and correcting errors, while Grok 4 Code will serve as a professional programming assistant [8] Group 8 - The U.S. Department of Commerce has lifted temporary bans on the three major EDA companies, Siemens, Synopsys, and Cadence, allowing full access to their software and technology for Chinese customers [11] - Previously, a sudden export restriction led to a significant drop in stock prices, with Synopsys predicting a 28% year-on-year decline in revenue from the China region [11] - The domestic EDA industry faces challenges regarding maturity and market share, as chip design companies prefer using more mature foreign products to ensure successful tape-out [11] Group 9 - The World Economic Forum's "2025 Global Future of Jobs Report" indicates that AI and machine learning specialists will be the fastest-growing occupations, with an expected growth of 86% in job numbers [12] - AI is set to reshape the global labor market, with data analytics, cybersecurity, and technical literacy emerging as the three fastest-growing skills, while traditional roles like data entry clerks and administrative assistants face declining demand [12] - Approximately 39% of employees' skills are expected to change significantly between 2025 and 2030, yet only 50% of employees have received systematic training, with 63% of employers viewing skill gaps as the biggest obstacle to business transformation [12]