东吴证券国际经纪：互联网数据跟踪周报：OpenAI正式发布GPT-5.2

摘要：Chatbot：多个重磅模型迎来更新。据SensorTower，上周（1208~1214）ChatGPT/Gemini/Grok/DeepSeek/豆包/腾讯元宝/Kimi/通义/文小言/智谱清言周度下载量环比-10.7%/+0.7%/+3.0%/-0.8%/-0.4%/+1.7%/+10.2%/-12.5%/+6.3%/+16.2%，WAU环比+1.0%/+1.1%/+1.8%/-0.5%/+0.9%/+3.3%/+1.8%/+3.1%/-1.4%/-0.6%，用户每日时长环比-0.1%/+0.9%/-2.8%/-0.1%/+2.1%/-0.5%/-2.3%/-1.5%/+2.1%/+1.4%。12月8号，腾讯发布混元大模型2.0，包含Think与Instruct两个版本，采用混合专家架构，总参数406B，支持256K上下文窗口，在数学、科学、代码等复杂推理任务上表现优异；通过优化训练策略，模型在保持高准确率的同时显著降低思维链长度，推理效率领先。12月9号，智谱AI宣布开源AutoGLM项目，，使AI能通过视觉理解手机界面并完成点击、滑动等操作，实现从外卖下单到批量处理通知等