全球科技行业周报：Github推出Spark AI工具，关注人大会议审议草案

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the launch of Microsoft's Spark AI tool on October 29, which allows users to build applications using natural language descriptions without needing coding skills [1][31] - Google's introduction of GameNGen, the first AI-driven game engine, enables high-quality real-time interactions in complex environments [31] - The report emphasizes the potential for improvement in the computer industry, driven by recent legislative proposals aimed at stimulating domestic demand [2] Summary by Sections Market Review - From October 28 to November 1, 2024, the Shanghai Composite Index decreased by 0.84%, the ChiNext Index fell by 5.14%, and the CSI 300 Index dropped by 1.68% [1][17] - The AI Index declined by 4.11%, while the Computer Index saw a decrease of 0.98% during the same period [1][17] AI Sector - Microsoft's Spark tool allows users to create applications through natural language, simplifying the development process [31] - The OmniGen model introduced by Zhiyuan supports various image generation tasks and demonstrates effective knowledge transfer across different tasks [2][31] Overseas Technology - Microsoft's Q1 FY2025 revenue reached $65.585 billion, a 16% year-on-year increase, while net profit grew by 11% to $24.667 billion [3] - Apple's Q4 FY2024 revenue was $94.93 billion, a 6% increase, but net profit fell by 36% due to a one-time tax expense [3] AI Hardware - Denmark launched its first AI supercomputer, Gefion, powered by 1,528 NVIDIA H100 GPUs [2] Gaming Industry - Key gaming companies like Kaixin Network reported a 30.33% increase in revenue for Q3 2024, while Shenzhou Taiyue saw a 191.43% increase in net profit [6] E-commerce - JD.com reported significant growth during the 11.11 shopping festival, with transaction volume and user numbers showing double-digit increases [10]