全球科技行业周报：Snapchat与谷歌合作，关注华为、信创主线

Investment Rating - The industry investment rating is "Overweight" [1] Core Views - The report highlights the collaboration between Snapchat and Google, integrating Gemini's multimodal capabilities into Snapchat's AI chatbot MyAI, enhancing user experience by understanding various input types [4][36] - Tencent's Robotics X Lab has launched its fifth-generation robot, aiming to harmonize with human environments, showcasing advanced technologies [4][38] - The report emphasizes the ongoing progress in domestic "Xinchuang" (信创) initiatives, with significant government procurement projects aimed at updating software and hardware in key industries by 2027 [5] Summary by Sections 1. Weekly Market Review - From September 23 to September 27, 2024, the Shanghai Composite Index rose by 12.81%, the ChiNext Index by 22.71%, and the CSI 300 Index by 15.7%. The media index increased by 15.86%, while the Hang Seng Technology Index rose by 20.23% [4][21]. 2. AI+ Sector - The integration of Gemini into Snapchat's MyAI chatbot enhances its ability to process text, audio, images, video, and code inputs [36]. - OpenAI has launched an upgraded version of its voice assistant "Her," which now includes memory features to track user preferences [37]. 3. Domestic AI Developments - Tencent's Robotics X Lab introduced the "Five" robot, designed for harmonious interaction with human environments, featuring innovative technologies [38]. - ByteDance has released two large models for AI video generation, showcasing advanced capabilities in semantic understanding and multi-subject interactions [39]. 4. Xinchuang Initiatives - Significant government procurement projects are underway, with plans to update approximately 200,000 sets of industrial software and 800,000 sets of operating systems by 2027 [5]. 5. Key Company Announcements - The report suggests monitoring companies such as Meta, Adobe, Microsoft, Nvidia, AMD, and Amazon for potential investment opportunities in the AI sector [7].