互联网传媒行业周观点：国内首款AI音乐生成大模型启动内测，谷歌发布Gemini 1.5 Pro

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（以下内容从上海证券《互联网传媒行业周观点：国内首款AI音乐生成大模型启动内测，谷歌发布Gemini 1.5 Pro》研报附件原文摘录）主要观点4月2日，昆仑万维打造的国内首款AI音乐生成大模型“天工SkyMusic”开启邀请测试，该模型拥有流畅的编配、好听的旋律，逼真且充满情感的人声。除歌曲整体的音乐品质之外，“天工SkyMusic”拥有清晰逼真的人声，模型的AI人声合成能够产生中文水平极高、...

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Pro》研报附件原文摘录）主要观点4月2日，昆仑万维打造的国内首款AI音乐生成大模型“天工SkyMusic”开启邀请测试，该模型拥有流畅的编配、好听的旋律，逼真且充满情感的人声。除歌曲整体的音乐品质之外，“天工SkyMusic”拥有清晰逼真的人声，模型的AI人声合成能够产生中文水平极高、发音清晰的歌声，展现出卓越的音频质量和逼真的演唱效果，在中文发音上优于国外大模型。与市面上Suno等AI音乐工具相比，AI音乐生成大模型“天工SkyMusic”采用的是基于MoE架构的4000亿级参数多模态超级大模型“天工3.0”，在逻辑推理、语义理解和泛化能力的加持下，“天工SkyMusic”的响应速度和训练推理效率较高。4月10日，谷歌在官网正式发布了Gemini1.5Pro，现在可在180多个国家/地区使用。Gemini1.5Pro除了能生成创意文本、代码之外，能根据用户输入的文本提示，理解、总结上传的视频、音频内容进行深度总结，并且支持100万tokens上下文，目前可以在Google AIStudio开发平台中免费试用。谷歌对API进行三个优化：1）系统指令方面，可以在Google AI Studio和Gemini API中使用系统指令功能，可指导模型的响应输出，让用户根据其特定需求和用例控制模型的行为；2）JSON模式方面，Gemini API提供了用于请求JSON格式的配置参数，可以帮助开发者从文本或图像中提取结构化数据；3）函数调用优化方面，开发者可使用自定义函数并将其提供给AI模型。“天工SkyMusic”在情感表达的准确性、多样性，以及歌词段落情绪变化的敏感捕捉较准确，我们认为AI在音乐生成领域已取得实质性进展，AI也在持续创新探索写作、绘画、动画等领域。在大语言模型百花齐放阶段，我们认为国内大厂持续投入大语言模型，有望打造出更适合中国的AI生产力工具。目前AIGC行情已有所分化，未来主题性机会有望逐步切换向案例兑现、甚至基本面兑现，龙头及龙头板块需重点关注，持续推荐具备基本面优势的【游戏】板块。投资建议基于我们“大模型+小模型+应用及内容”的研究框架，我们认为从基本面受益的角度上看，需沿着目前成熟大模型模态输出的范围选择标的，重点关注AI+文本/虚拟人板块，其次关注AI+图片（大模型+小模型）；从价值重估的角度上看，需沿着掌握优质数据或内容（多模态数据）的范围选择标的，重点关注AI+内容/IP/版权板块。AI行情分化趋势下，建议重点关注基本面优异的【游戏】及【出版】板块：1、AI：关注【昆仑万维】；推荐【创业黑马】。2、MR：推荐【风语筑】；关注【宝通科技】。3、游戏新模式：推荐【盛天网络】、【完美世界】、【三七互娱】。4、影视新模式：关注【中文在线】、【上海电影】、【光线传媒】、【华策影视】。风险提示政策边际优化的程度不及预期、AI推进进度不及预期、AIGC商业模式或落地场景效果不及预期、内容监管趋严。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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