国金证券-AI行业周观察:AI XPU持续超预期,阿里发布Qwen3 Max-250907

新浪财经
Sep 07

(来源:研报虎)摘要-本周AI应用活跃度中,海外市场Gemini周均环比提升,ChatGPT和Claude保持平稳;国内市场中,豆包活跃度持续增长。模型方面,阿里巴巴发布了参数量超万亿的通义千问Qwen3-Max-Preview,在多个基准测试中性能领先;月之暗面则推出了KimiK2新版,显著提升了编程能力、上下文长度,并开放了高速API。-博通FY25Q3业绩表现超预期,营收159.52亿美元,...

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