Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [19]. Core Insights - The report highlights the release of Genie 3 by Google DeepMind, which marks a significant advancement in AGI with real-time interactive simulation capabilities and the ability to generate diverse virtual environments [2][4]. - Genie 3 introduces a new feature called Promptable World Events, allowing users to create varied fictional worlds based on text inputs, enhancing the interactivity and control of virtual environments [9]. - The report emphasizes the potential of Genie 3 to integrate with other models, paving the way for a more comprehensive intelligent model that combines various modalities [9]. - The competitive landscape is noted, with both international and domestic players advancing in 3D interactive scenarios, indicating a shift towards high-fidelity, interactive, and open-source models [9]. - The report identifies key domestic and international companies across various sectors, including finance, education, and healthcare, that are leveraging AI applications [9]. Industry Data - The industry consists of 337 listed companies with a total market capitalization of 50,833.86 billion and a circulating market capitalization of 44,617.66 billion [6]. - The absolute performance of the industry over the past 12 months is reported at 77.7%, with a relative performance of 54.9% compared to the benchmark index [7].