Investment Rating - The report maintains an investment rating of "Leading the Market" for the industry, indicating an expected investment return exceeding the CSI 300 Index by more than 10% over the next six months [1]. Core Insights - The report highlights the significant event of the "Make 2024 DingTalk Ecosystem Conference" held on June 26, where DingTalk announced its commitment to building the most open AI ecosystem in China by collaborating with major model vendors [1]. - DingTalk's open ecosystem aims to leverage data and scenario advantages to accelerate AI application deployment, emphasizing the importance of open collaboration in driving business development [1]. - The report suggests that DingTalk's extensive user base and diverse application scenarios position it well to enhance AI capabilities, with over 5,600 ecosystem partners and more than 100 AI partners [1]. - The report outlines three models driving the continuous development of the open ecosystem: integrating large models with DingTalk products, allowing developers to create AI assistants on DingTalk, and providing customized intelligent solutions in collaboration with large model vendors [1]. - The report emphasizes the shift in AI development focus from technological breakthroughs to practical application scenarios, highlighting the importance of matching technology with appropriate use cases for successful product deployment [1]. Summary by Sections Investment Rating - The industry is rated as "Leading the Market" with a maintained rating [1]. Key Events - The DingTalk Ecosystem Conference on June 26 showcased DingTalk's strategy to open its platform to all major model vendors, aiming to create a collaborative AI ecosystem [1]. Ecosystem Development - DingTalk has over 5,600 partners, with daily AI call volumes exceeding 10 million, indicating robust engagement and potential for growth in AI applications [1]. Models for Ecosystem Growth - Three models are proposed to drive the open ecosystem: integrating large models with existing products, enabling developers to create AI agents, and offering tailored solutions for specific client needs [1]. Shift in AI Development Focus - The report notes a transition in AI development from technology to application, stressing the need for suitable scenarios to ensure successful implementation [1].
传媒:钉钉举办重磅会议,构建开放AI生态
Huajin Securities·2024-06-27 09:00