国金数研刘道明|AI周观察:AI基建维持高景气度,DeepSeek和百度推出OCR模型

国金证券研究所
Oct 28

作者:刘道明、黄晓军摘要■投资逻辑本周,海外聊天助手应用中Gemini活跃度持续回升,ChatGPT保持平稳,国内多数AI聊天应用活跃度亦呈回升态势。模型方面,DeepSeek推出DeepSeek-OCR后,百度飞桨发布PaddleOCR-VL,登顶全球OCR榜单;腾讯开源混元世界模型1.1,支持视频秒级3D重建;MiniMax宣布将发布Hailuo2.3,在视频生成真实感与微表情捕捉上实现新突破...

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