Core Viewpoint - The article discusses the decline of the so-called "AI Six Dragons" and their transformation into the "AI Four Strong," highlighting the challenges faced by smaller AI companies in the competitive landscape dominated by major tech firms [1][10]. Group 1: Changes in the AI Landscape - The initial excitement around the "AI Six Dragons" has diminished, with some companies falling behind in the race for large models [3][12]. - Companies like Zero One and Baichuan Intelligence have shifted their focus away from pursuing AGI and large model training, indicating a trend where only large firms can afford to develop super-large models [1][4]. - The remaining companies, including Zhipu AI, MiniMax, and others, are struggling to maintain their competitive edge against larger players like Alibaba and ByteDance [7][19]. Group 2: Financial and Operational Challenges - The financial backing for the remaining "Four Strong" has significantly decreased, with little to no new funding reported since late 2024 [8][10]. - The article notes that the commercial viability of large model training for startups is low, leading to a shift in focus towards more practical applications [10][11]. - The departure of key executives from these companies has raised concerns about their ability to innovate and attract investment [17][21]. Group 3: Competitive Pressures from Major Players - Major tech companies have aggressively entered the AI space, overshadowing the initial advantages held by the "AI Six Dragons" [11][12]. - OpenAI's rapid advancements and significant funding have further highlighted the challenges faced by smaller firms in keeping pace with technological developments [14][22]. - The emergence of open-source models like DeepSeek has intensified scrutiny on the capabilities of the remaining companies, questioning their relevance in the market [13][14]. Group 4: Historical Context and Future Outlook - The article draws parallels between the current situation of the "AI Four Strong" and the earlier "AI Four Dragons" from the AI 1.0 era, suggesting a potential repeat of history where smaller firms struggle to survive [19][22]. - The future for the remaining companies appears bleak, with significant challenges in model iteration and competition against established giants [21][22].

Group 1: Overseas Technology Mapping - OpenAI plans to acquire AI hardware company io for $6.5 billion, aiming to launch a new AI device in 2026 that reduces screen dependency [3][8] - Google expanded its AI product ecosystem at the I/O conference, releasing the Gemini 2.5 Pro model and the Flash model, enhancing performance and speed [3][13] - Microsoft's Aurora model, a groundbreaking Earth system AI forecasting model, is 5000 times faster than traditional models and outperforms seven international meteorological centers in extreme weather prediction accuracy [3][18] - Anthropic launched the Claude 4 series, which includes the flagship Claude Opus 4 and the versatile Claude Sonnet 4, achieving significant performance improvements in coding and reasoning tasks [3][22] - The Middle East is accelerating AI infrastructure development, with Saudi Arabia's HUMAIN receiving 18,000 NVIDIA chips to build a 500MW data center, and the UAE collaborating with OpenAI to establish a 5GW desert data center [3][25] Group 2: Domestic Hot Topics - Xiaomi released its self-developed SoC chip, Xuanjie O1, utilizing second-generation 3nm process technology, with a total R&D investment of 102 billion yuan over five years [3][31] - MiniMax Speech 02 surpassed leading models like OpenAI in voice cloning capabilities, achieving first place in international evaluations [3][36] - Tencent Cloud launched the TCADP intelligent agent development platform, enhancing its large model capabilities and supporting rapid enterprise development [3][39] - China successfully launched the world's first space computing constellation, "Three-Body Computing Constellation," with 12 satellites, marking a new era for AI and computing in space [3][44] - The recent India-Pakistan conflict showcased Chinese military equipment, leading to increased interest from countries like Nigeria in purchasing Chinese defense systems [3][48] Group 3: Domestic Policy Focus - The implementation of the "Private Economy Promotion Law" aims to foster sustainable and high-quality development of the private economy in China [3] - The China Securities Regulatory Commission revised the "Major Asset Restructuring Management Measures for Listed Companies," enhancing market confidence and stimulating M&A activity [3] - Eight departments jointly issued measures to support financing for small and micro enterprises, proposing 23 initiatives to improve their financing conditions [3]

[Table_Message] 2025-05-18 行业周报 看好/维持 传媒互联网 [Table_Title] 传媒互联网 国产多模态模型持续加速迭代 (2025.05.12-05.18) ◼ 走势对比 ◼ 子行业评级 ◼ 相关研究报告 《即梦 3.0 文生图开启灰度测试，VAST 开源两大 3D 生成模型》 《OpenAI 发布 GPT-4o 生图功能，DeepS eek-V3 完成版本升级》 E-MAIL：lilh@tpyzq.com 执业资格证书编码：S1190123120023 [Table_Summary] 报告摘要 ➢ 图像：腾讯发布混元图像 2.0，Manus 上线生图功能 腾讯发布混元图像 2.0 模型，该模型显著提升生图速度，实现输入 即输出的毫秒级响应。同时，基于实时生图的优势，模型推出实时绘 画板功能，可根据创作者的绘图要求，实时生成预览效果，有效提升 图像生成交互体验。此外，Manus 上线图像生成功能。不同于文生图 模型，Manus 生图功能将生图过程嵌入 Agent 工作流，具备理解用户 意图、制定解决方案、并调用包括生图在内的各种工具完成任务的能 力。从测评结果来看，因引入思 ...