人工智能已从技术探索迈入规模化应用落地开花

Core Insights - The commercialization of AI applications is accelerating, with a reported 9.9 percentage point year-on-year increase in user penetration for AI-related content as of October [1] - Major platforms like Douyin, Weibo, and Kuaishou have surpassed 30 million monthly active users for AI plugins, indicating a significant adoption rate [1] - By 2025, AI is expected to transition from technological exploration to large-scale application across various industries, including manufacturing, finance, education, healthcare, and tourism [1] Industry Analysis - The integration of AI into various sectors is seen as a practical application that enhances industry efficiency and improves quality of life, positioning AI as a new driver of productivity [1] - Dongwu Securities suggests that the ultimate realization of AI's potential will occur through application, with a mid-term certainty of growth in the application sector, which offers broader opportunities compared to upstream hardware [1] - This trend mirrors the previous "Internet+" wave from a decade ago, which also demonstrated significant market impacts [1]