传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升

华龙证券2025-07-29

（以下内容从华龙证券《传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升》研报附件原文摘录）摘要：阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder。2025年7月23日，阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder，Qwen3-Coder模型拥有卓越的代码和Agent能力，在Agentic Coding、Agentic Browser-Use和...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2555032231?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-29 18:12","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2555032231","market":"us","top_or_hot":-1,"title":"传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升","media":"华龙证券","content":"<div>\n<p>（以下内容从华龙证券《传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升》研报附件原文摘录）摘要：阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder。2025年7月23日，阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder，Qwen3-Coder模型拥有卓越的代码和Agent能力，在Agentic Coding、Agentic Browser-Use和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072918121394c14f20&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 18:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072918121394c14f20&s=b><strong>华龙证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从华龙证券《传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升》研报附件原文摘录）摘要：阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder。2025年7月23日，阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder，Qwen3-Coder模型拥有卓越的代码和Agent能力，在Agentic Coding、Agentic Browser-Use和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072918121394c14f20&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0880133367.SGD","symbol_name":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072918121394c14f20&s=b","article_id":"2555032231","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072918121394c14f20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555032231","pubTimestamp":1753783924,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"摘要：阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder。行业内首个Context Engineer：字节跳动TRAE2.0SOLO正式发布。2025年7月21日，TRAE SOLO正式发布。维持传媒行业“推荐”评级。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601595":"上海电影","603444":"吉比特","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","00325":"布鲁可","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","09999":"网易-S","BK4588":"碎股","00772":"阅文集团","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","NTES":"网易","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4501":"段永平概念","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","BK4531":"中概回港概念","BK4526":"热门中概股","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK4514":"搜索引擎","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","BK4503":"景林资产持仓","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","BK4505":"高瓴资本持仓","BK4585":"ETF&股票定投概念","09992":"泡泡玛特","BK4085":"互动家庭娱乐","BK4577":"网络游戏","02400":"心动公司","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC"},"translate_title":"Media Industry Weekly: AI programming model technology has made significant progress, and the attention of the open source community has increased","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601595":0.9,"603444":0.9,"09999":0.9,"NTES":0.9,"02400":0.9,"00325":0.9,"00772":0.9,"09992":0.9},"content_text":"（以下内容从华龙证券《传媒行业周报：AI编程模型技术进展显著，开源社区关注度提升》研报附件原文摘录）摘要：阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder。2025年7月23日，阿里巴巴正式发布通义千问AI编程大模型Qwen3-Coder，Qwen3-Coder模型拥有卓越的代码和Agent能力，在Agentic Coding、Agentic Browser-Use和Foundational CodingTasks上均取得了开源模型的SOTA（最佳性能）效果。基于Qwen3-Coder，网页开发、AI搜索、深度研究等智能体应用将变得更智能、更高效。借助Qwen3-Coder，刚入行的程序员一天就能完成资深程序员一周的工作，生成一个品牌官网最快只需5分钟。Qwen3-Coder也极大降低了普通人入门编程的门槛，让AI氛围编程（VibeCoding）真正成为现实，一句话就能生成精妙复杂的3D物理模拟过程。行业内首个Context Engineer：字节跳动TRAE2.0SOLO正式发布。2025年7月21日，TRAE SOLO正式发布。这场发布会不仅回顾了TRAE的成长轨迹，更以SOLO的亮相为核心，展现了TRAE如何从“代码生成”向“软件交付”迈进，并以Context Engineer的形态为开发者带来全新的协作体验。在SOLO的使用体验方面，开发者杨攀指出，CodingAgent不只是给Developer用的，更是给Builder用的。投资建议：随着AI大模型在代码生成与智能编程领域持续突破，模型开源生态加速演进，基础模型正推动智能开发、低门槛编程及高效研发的全面升级，建议关注具备底层技术突破与开源生态影响力的企业，把握传媒板块两条主线。①AI技术在游戏和影视产业的应用正快速落地，成为降本增效的重要手段，看好两个产业长期价值。建议关注巨人网络、神州泰岳、恺英网络、腾讯控股、心动公司、吉比特、网易、上海电影等。②关注IP产业链公司，IP商业化正在推动新消费格局，头部公司通过IP创新运营和全球化布局，实现了业绩的大幅增长。建议关注泡泡玛特、布鲁可、阅文集团等。维持传媒行业“推荐”评级。风险提示：新技术发展不及预期；行业竞争加剧；新产品研发上线及表现不及预期；政策及监管环境趋严；宏观经济波动。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2555032231","isCrawlerRequest":true}