核心观点1、阿里发布Qwen3大参数版本，国产模型编程与Agent能力再提升。参数量1T，较此前最大参数的Qwen3模型增加300%以上。与阿里此前的旗舰模型相比，数学和编程能力提升10%以上，非常接近Claude4。后续将发布推理版本，编程能力再提升。2、看好游戏全年推荐。回顾23年AI驱动游戏整体到30x，今年其实是更落地的EPS上修+景气度高+格局改善驱动的。Q3会是更好的一个季度（暑期流水...
Source Link核心观点1、阿里发布Qwen3大参数版本，国产模型编程与Agent能力再提升。参数量1T，较此前最大参数的Qwen3模型增加300%以上。与阿里此前的旗舰模型相比，数学和编程能力提升10%以上，非常接近Claude4。后续将发布推理版本，编程能力再提升。2、看好游戏全年推荐。回顾23年AI驱动游戏整体到30x，今年其实是更落地的EPS上修+景气度高+格局改善驱动的。Q3会是更好的一个季度（暑期流水...
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