Core Insights - The report from Huaxi Securities indicates that the general high-frequency scenarios have been largely established, with leading internet companies continuously upgrading models to enhance user experience [1] - The AI industry is entering a phase of rapid iteration and competitive depth, with future applications expected to explore more segmented and in-depth scenarios, including education, healthcare, and office environments [1] - The ongoing open-source iteration of domestic large models, along with the accelerated adoption of terminal products like AI smartphones and AI glasses, is facilitating the practical application of AI in various industries [1] - The acceleration of AI applications in China is driven by policy support and the implementation of industry applications, particularly focusing on advanced manufacturing and the digital application of AI in industrial intelligence [1]
华西证券:AI应用细分化场景加速突破,重点关注工业智造相关AI应用落地