AI周观察:台积电AI需求旺盛 GEMINI3.0发布在即

国金证券
Oct 19

摘要AI 应用活跃度方面,海外Claude 周均环比上升较快,Gemini 回升,国内应用在国庆假期后普遍回暖。技术动态方面,谷歌升级AI 视频工具Flow,新增光影编辑与音频增强功能,并开始向部分用户推送Gemini 3.0 Pro,引入“Deep Think”架构,知识库更新至2025 年10 月;国内字节跳动发布豆包大模型1.6,首创分档调节思考长度,其lite 版综合使用成本大幅降低...

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