端侧AI加速落地，车路云一体化持续提速，持续看好相关产业投资机会

Investment Rating - The report maintains an "Outperform" rating for the communication industry [6]. Core Insights - The communication industry is expected to benefit from the acceleration of edge AI deployment and the integration of vehicle-road-cloud systems, presenting ongoing investment opportunities [6][9]. - The global AI PC market is projected to grow significantly, with shipments expected to reach 44 million units in 2024 and 103 million units in 2025, driven by advancements in hardware and software [8][23]. - The integration of vehicle-road-cloud systems is gaining momentum, with significant investments and projects being initiated to enhance smart transportation and autonomous driving capabilities [9][24]. Summary by Sections Industry Outlook - The communication index fell by 3.28% in the week of October 28 to November 1, 2024, underperforming the broader market by 1.60 percentage points [16]. Weekly Strategy Insights - Apple's launch of the new MacBook Pro with M4 series chips marks a new era for Apple Intelligence, enhancing performance significantly [7][22]. - The AI PC market is expected to see a substantial increase in shipments, with a forecast of 880 million units shipped in Q2 2024, representing 14% of total PC shipments [23][33]. - The vehicle-road-cloud integration is being prioritized in urban planning, with significant investments aimed at developing smart transportation infrastructure [9][24]. Weekly Topic Analysis - The report highlights the launch of Apple's AI PC, emphasizing its potential to lead the market due to superior hardware capabilities [27][35]. - The vehicle-road-cloud integration is being accelerated by government initiatives, with a focus on smart connected vehicles and infrastructure development [24][37]. Industry Dynamics - The report notes the establishment of numerous national testing demonstration zones and pilot cities for vehicle-road-cloud integration, indicating a robust growth trajectory for the sector [11][43].