全球语境下的中国 AI- 一场全球 “实力” 博弈-China AI in a Global Context — A Global ‘Power‘ Struggle

China (PRC) | Technology Equity Research China AI in a Global Context — A Global "Power" Struggle 1) GOOG's Gemini 3 overtook GPT5 to be No 1 in model performance. 2) Moonshot's Kimi K2 overtook MiniMax M2 as the best-performing LLM in China, only 8% < Gemini 3. 3) ZTE launched a smartphone powered by ByteDance's Doubao Mobile Assistant, a good demo of how AI could enhance a smartphone but commercial success unlikely. 4) The US allows NV H200 chips to be sold to China but if China wants it is uncertain. We ...