国信证券：持续看好游戏板块机会，关注暑期档及AI应用板块机会

国信证券2025-07-08

重点关注：苹果调整欧盟应用商店规则，国内外AI 模型及应用持续快速迭代。1）苹果调整欧盟应用商店规则，以顺应《数字市场法案》新要求，为开发者开辟更为广阔的空间；2）近日，微信支付正式推出了MCP 功能，允许AI 在与用户互动时直接进行支付，为AI 商业化铺平道路；3）近日，MiniMax 正式推出了全球首个开源大规模混合架构推理模型— —MiniMax-M1，在全球开源模型评测中排名第二；4)谷歌...

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