>> 東吳證券(香港)-互聯(lián)網(wǎng)行業(yè)數(shù)據(jù)跟蹤周報(bào):Veo 3.1發(fā)布,文生多模態(tài)持續(xù)加速-251023
| 上傳日期: |
2025/10/23 |
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560KB |
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pdf 共4頁(yè) |
來(lái)源: |
東吳證券(香港) |
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作者: |
陳睿彬 |
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摘要: Chatbot:豆包大模型迎升級(jí)迭代。據(jù)Sensor Tower,上周(1013~ 1019)國(guó)內(nèi)外Chatbot App繼續(xù)分化趨勢(shì),ChatGPT/Gemini/Grok/ DeepSeek/豆包/騰訊元寶/Kimi/通義/文小言/智譜清言周度下載量環(huán)比分別+8.9%/-2.4%/+5.1%/+8.6%/-2.1%/+9.0%/+10.2%/+6.1%/+22.8%/+30.6%,WAU環(huán)比+0.1%/+0.5%/+1.4%/+1.2%/+1.2%/+5.6%/+0.8%/+1.7%/-0.7%/0.0%,用戶每日時(shí)長(zhǎng)環(huán)比+0.7%/+2.5%/+8.6%/+1.9%/-0.2%/+0.2%/+0.2%/+3.8%/-0.1%/-1.7%。10月14日,百靈團(tuán)隊(duì)發(fā)布萬(wàn)億開源思考模型Ring1T,模型基于Ling 2.0架構(gòu),具備1T總參數(shù)和50B激活參數(shù),支持最高128K上下文窗口。通過大規(guī)??沈?yàn)證獎(jiǎng)勵(lì)強(qiáng)化學(xué)習(xí)(RLVR)訓(xùn)練,Ring-1T在數(shù)學(xué)競(jìng)賽、代碼生成、邏輯推理等高難度任務(wù)上表現(xiàn)優(yōu)異。10月16日,火山引擎全新發(fā)布和升級(jí)四款豆包大模型,包括豆包大模型1.6升級(jí)版、1.6 Lite、語(yǔ)音合成模型2.0和聲音復(fù)刻模型2.0。豆包大模型1.6升級(jí)版原生支持四種思考長(zhǎng)度,是國(guó)內(nèi)首個(gè)原生支持“分檔調(diào)節(jié)思考長(zhǎng)度”的模型,可平衡效果、時(shí)延和成本,而1.6 Lite更輕量、推理速度更快、性價(jià)比更高。同日,Qwen Chat Memory正式上線,賦予了Qwen“長(zhǎng)記憶”能力,能理解上下文、保留重要信息并回憶過往對(duì)話,使交流更具延續(xù)性;讓Qwen在對(duì)話中主動(dòng)關(guān)聯(lián)過往互動(dòng),更好地理解用戶需求,為用戶提供更個(gè)性化的服務(wù)。 文生多模態(tài):多個(gè)重磅模型發(fā)布。據(jù)Sensor Tower,上周可靈AI/即夢(mèng)AI/ Hailuo AI/RunwayML/Wink/美圖設(shè)計(jì)室周度下載量環(huán)比分別+8.7%/+5.2%/-8.6%/+4.4%/-8.3%/-1.7%,WAU環(huán)比分別+1.7%/+0.7%/+7.7%/+2.6%/-3.4%/-2.5%,用戶每日時(shí)長(zhǎng)環(huán)比分別+5.2%/+4.8%/+0.7%/+3.9%/-3.4%/+1.6%,周度收入環(huán)比-15.0%/+38.7%/-4.3%/-4.7%/+0.5%/+3.3%。10月14日,微軟推出圖像生成模型MAI-Image-1,在LMArena的文生圖榜單上首次進(jìn)入前十;MAI-Image-1專注于生成逼真圖像,如光影效果和風(fēng)景,并在速度和質(zhì)量上表現(xiàn)出色。10月15日,通義千問團(tuán)隊(duì)推出Qwen3-VL系列4B與8B版本,提供Instruct和Thinking版本,在多模態(tài)性能上表現(xiàn)優(yōu)異,多個(gè)基準(zhǔn)測(cè)試中超越谷歌Gemini 2.5 Flash Lite、OpenAIGPT-5 Nano等同級(jí)別頂尖模型。10月16日,谷歌發(fā)布Veo 3.1,帶來(lái)更豐富的音頻、敘事控制及逼真的質(zhì)感還原;Veo 3.1在Veo 3基礎(chǔ)上,提升提示詞遵循度,增強(qiáng)視聽質(zhì)量。Veo 3.1驅(qū)動(dòng)的AI電影創(chuàng)作工具Flow更新,支持原生音頻生成,用戶可將靜態(tài)圖像轉(zhuǎn)視頻、整合多圖像元素、延展視頻時(shí)長(zhǎng)等,實(shí)現(xiàn)更精細(xì)的視頻編輯與顆?;刂?。 電商&本地生活:年底大促推動(dòng)用戶數(shù)據(jù)增長(zhǎng)。據(jù)Sensor Tower,上周淘寶/京東/拼多多/天貓周度下載量環(huán)比+4.6%/+18.9%/+0.4%/+75.1%,WAU環(huán)比+4.3%/+1.4%/-0.8%/+19.1%,用戶每日時(shí)長(zhǎng)環(huán)比-1.2%/-0.9%/-0.8%/-0.7%。另外,上周美團(tuán)/大眾點(diǎn)評(píng)/餓了么/京東到家/高德地圖/百度地圖/滴滴出行/曹操出行/大麥周度下載量環(huán)比-8.0%/-7.6%/+1.6%/+0.8%/-15.8%/-7.0%/+3.1%/-14.4%/+10.2%,WAU環(huán)比+1.8%/-4.2%/+2.3%/+1.0%/-0.1%/-0.5%/+0.6%/-2.7%/-2.6%,用戶每日時(shí)長(zhǎng)環(huán)比-1.4%/-1.5%/+2.5%/-0.7%/+2.4%/+2.2%/-1.3%/-2.7%/-4.7%。 視頻:流量自然分化。據(jù)Sensor Tower,上周上周抖音/快手/紅果短劇/嗶哩嗶哩/愛奇藝/騰訊視頻/優(yōu)酷視頻周度下載量環(huán)比分別-0.8%/-3.2%/-1.7%/+4.4%/-7.9%/-38.3%/+7.3%,WAU環(huán)比+0.5%/-1.1%/+0.4%/+3.6%/+0.6%/-12.2%/+4.6%,用戶每日時(shí)長(zhǎng)環(huán)比持平/-0.3%/+3.1%/+3.0%/-2.0%/+2.7%/-1.0%。 風(fēng)險(xiǎn)提示:地緣政治風(fēng)險(xiǎn)、匯率風(fēng)險(xiǎn)、流動(dòng)性風(fēng)險(xiǎn)。
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