计算机：北美AI应用为什么涨

Investment Rating - The report maintains an "Overweight" rating for the industry [1] Core Insights - The North American AI applications have seen a significant rise in stock prices, with notable companies in various verticals demonstrating strong performance [4][22] - The report highlights that the AI sector is primarily focused on B2B applications, with financial performance and industry news driving stock prices [79] Summary by Sections AI Advertising and Marketing - AppLovin reported a Q3 revenue of $1.2 billion, a 39% year-over-year increase, and a net profit of $434 million, up 300% [29] - The company's software platform, powered by the AI advertising engine AXON 2.0, has shown significant growth in its capabilities [28][29] AI Intelligent Decision-Making - Palantir's Q3 revenue reached $726 million, a 30% increase year-over-year, with a 44% growth in U.S. business [39] - The company has developed two core platforms, Gotham and Foundry, and introduced the AI platform AIP to enhance decision-making processes [34][39] AI Data Engineering - Innodata reported Q3 revenue of $52.2 million, a 136% increase year-over-year, with a net profit of $17.4 million [48] - The company provides essential data engineering services for AI development, catering to major tech clients [44][48] AI CRM - Salesforce launched Agentforce, an AI agent suite aimed at enhancing employee capabilities and improving customer service [54] - The company plans to hire over 1,000 employees to support the sales of Agentforce, reflecting strong market interest [58] AI E-commerce - Shopify's Q3 GMV was $69.7 billion, a 24% year-over-year increase, with revenue of $2.16 billion, up 26% [67] - The company integrates AI features through Shopify Magic to assist merchants in various operational tasks [60][67] AI Education - Duolingo's Q3 revenue was $192.6 million, a 40% increase year-over-year, with a notable rise in daily and monthly active users [76] - The introduction of AI features, such as video calls with AI characters, has driven user engagement and subscription growth [72][76] Industry Trends - The report emphasizes that AI applications are primarily B2B, with companies leveraging AI for measurable value creation [80] - The ongoing advancements in AI technology and the need for high-quality data are critical for future growth in the sector [49][80] Investment Opportunities - The report suggests focusing on companies involved in computing power, edge AI, AI applications, and autonomous driving as potential investment opportunities [82]