国信证券:AI拉动国内大厂相关业务 推荐关注腾讯控股等公司

研报虎
Nov 10

人工智能动态:1)产品应用:谷歌Gemini AI推出深度研究功能,通过Google Gemini重塑邮件与文件研究体验;谷歌Gemini平台即将发布Nano Banana2图像生成技术升级版;OpenAISora正式登陆Android并推“付费角色”新功能;微软正式推出首款自家AI图像生成器MAI-Image-1;月之暗面发布最强思考模型Kimi K2 Thinking;科大讯飞推出全国产算力...

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