计算机行业跟踪周报359期：多家大厂密集发布AI应用产品，AI应用落地持续加速

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights the rapid acceleration of AI application deployment among major companies, indicating a significant growth trend in the AI sector [5] - Tencent's release of the AI smart workbench "ima" is seen as a pivotal moment for AI applications, enhancing user interaction and knowledge management [5] - Baidu's daily usage of its Wenxin model has surged to over 1.5 billion calls, reflecting a 7.5 times increase since May and a 30 times increase year-on-year, showcasing the explosive growth of AI applications in China [5] - The report suggests that the AI application "explosion point" may be approaching, driven by widespread enterprise adoption and innovation [5] Summary by Sections AI Application Development - Major companies are actively launching AI application products, with Tencent, Baidu, and ByteDance leading the charge [5] - Tencent's "ima" integrates various data sources to provide personalized assistance and knowledge management [5] - Baidu's new AI technologies, including iRAG and a no-code tool, are enhancing the practicality and accessibility of AI applications [5] Market Trends - The report notes a significant increase in AI application usage, with Baidu's Wenxin model achieving unprecedented growth in daily calls [5] - The trend indicates a shift towards AI as a mainstream application, with enterprises increasingly collaborating with AI service providers [5] Investment Recommendations - The report recommends focusing on companies such as Dameng Data, Inspur, Kingsoft Office, and Hikvision, which are positioned to benefit from the ongoing AI application boom [5]