中信证券：未来应用的国产化、AI化支持力度或将更加显著

Core Insights - The report from CITIC Securities indicates that since October, companies like OpenAI, Xai, and Google have been updating their large model capabilities, which continues to drive innovation in the industry and positively impacts the application of AI [1] - Domestic AI applications are expected to reach a turning point due to external environmental changes and domestic policy support, which may significantly enhance the support for localization and AI integration in the future [1] - Compared to the domestic market, the overseas market leads in terms of technological advancements, payment environments, business models, and market space, suggesting that domestic companies have investment opportunities in AI applications going global, leveraging their product and engineering capabilities, as well as their speed of innovation and iteration [1]