将原先底层模型固定的产品（钉钉文档、钉钉会议等）结合各家：钉钉举办重磅会议，构建开放AI生态

Investment Rating - The report maintains an investment rating of "Outperform" with an expectation of leading the market by over 10% in the next six months [2][3]. Core Insights - The "Make 2024 DingTalk Ecosystem Conference" held on June 26 in Beijing emphasized the establishment of an open AI ecosystem, with DingTalk collaborating with six major model vendors, aiming to leverage data and scenario advantages to accelerate AI application deployment [1]. - DingTalk's open ecosystem is expected to empower B-end business development, with over 5,600 ecosystem partners and more than 100 AI ecosystem partners, indicating a significant daily call volume of over 10 million for DingTalk AI [1]. - The report outlines three models driving the continuous development of the open AI ecosystem: 1) Fixed product integration with major models, 2) AI agent creation by developers on DingTalk, and 3) Customized solutions for specific client needs [1]. Summary by Sections Investment Highlights - The report highlights the importance of open ecosystems in driving AI applications, with DingTalk's strategy to open its products and scenarios to major model vendors [1]. - The emphasis on matching technology with application scenarios is crucial for product deployment speed, as demonstrated by recent collaborations in the industry [1]. Market Performance - The report notes that the media sector is expected to perform well, with a projected increase of 10% compared to the Shanghai and Shenzhen 300 index [1]. - The report suggests focusing on leading companies in the industry, including Tencent, NetEase, Meitu, and others, as potential investment opportunities [1].