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中信建投:多模態產品密集更新,關注WWDC及字節火山大會進展
中信建投表示,近期多模態動態更新密集。5月21日,谷歌於2025I/O大會上正式推出Veo3視頻生成模型,實現AI視頻音畫同步;5月23日,豆包正式上線視頻通話功能,支持實時視頻交流及屏幕分享;6月6日,快手宣佈可靈AI ARR在2025年3月突破1億美金,且4月和5月的月度付費金額均突破1億人民幣。考慮到6月10日蘋果WWDC2025及6月11日字節Force2025原動力大會.春即將召開,多模態模型和端側AI產品有望加速落地。
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