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德邦证券-计算机行业点评：Google AI全家桶，打响大模型反击战-240516

事件：美国时间5月14日，谷歌举办2024年I/O开发者大会，AI成为绝对主角。2小时主题演讲中，AI被提及了121次，涉及多款基础大模型更新亮相、AIAgent与多模态生成式AI发布、Gemini入局谷歌全产品线以及新一代硬件展出等事项。 O 谷歌进入Gemini时代，多款新模型更新亮相。今年I/O大会上，谷歌AI大模型已完成升级迭代，Gemini与Gemma 性能进一步提升，逐步进入Gemin

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