国元证券:Kimi K2 Thinking模型发布 看好AI应用等主题方向

智通财经网
Nov 11, 2025

智通财经APP获悉,国元证券发布研报称,AI产品榜发布10月AI应用榜(APP端)数据,ChatGPT、豆包、夸克、百度网盘、Gemini排名全球前五。豆包超过夸克成为国产应用MAU首位,月度MAU为1.59亿,环比增长6.28%,原生AI应用上,腾讯元宝月活0.73亿,Deepseek月活为0.72亿,字节旗下即梦AI的10月月活为4511万,环比增长5.16%。看好AI应用、文化出海等主题方向...

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