互联网行业2025年7月投资策略：指数震荡期关注独立成长逻辑的AIGC和音乐行业

国信证券2025-07-03

6 月行情回顾：人工智能动态：1）OpenAI：上线o3-pro AI 模型，发布ChatGPT 新功能；2）谷歌：发布Gemini2.5 Flash-Lite，上线Search Live 语音搜索；3）苹果：发布Xcode26 开发者工具，内置ChatGPT 赋能开发；4）微软：推出视频创作工具，发布设备端模型Mu；5）Meta：推出世界模型V-JEPA 2，发布研究眼镜技术细节；6）...

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互联网行业2025年7月投资策略：指数震荡期 关注独立成长逻辑的AIGC和音乐行业

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互联网行业2025年7月投资策略：指数震荡期关注独立成长逻辑的AIGC和音乐行业