海外科技行业周报：美股SaaS厂商业绩：AI赋能B端创收

Investment Rating - The report maintains a "Recommended" rating for the SaaS sector, expecting it to outperform the benchmark index by more than 5% in the next 3-6 months [2][49]. Core Insights - The report highlights a positive trend in AI-enabled revenue generation for B2B companies, with many SaaS firms reporting better-than-expected earnings driven by AI applications [15][7]. - Key trends identified include: 1) Certain companies are showing a clear revenue generation trend in the B2B sector 2) Continuous investment in AI by software companies 3) Optimistic forecasts for future AI developments 4) B2B revenue generation may precede B2C [15][7]. Summary by Sections Market Performance Review - During the week of November 11-15, major US stock indices experienced declines, with the Dow Jones down 1.24% and the S&P 500 down 2.08%. The Nasdaq, however, saw a 3.15% increase [13][5]. SaaS Company Performance Review - SAP reported that approximately 30% of its cloud orders in FY2024 Q3 included AI applications, with a significant increase in customer consumption [16]. - ServiceNow's AI product, Now Assist, continues to be a fast-growing offering, with 44 customers exceeding $1 million in annual contract value [20]. - Atlassian's AI usage has increased over tenfold since the beginning of the year, indicating high customer satisfaction and ROI [21]. - Palantir's government revenue accelerated to $320 million in Q3, reflecting a 40% year-over-year increase, driven by ongoing projects and new contracts [22]. - Duolingo's strong performance was attributed to its AI-driven subscription service, Duolingo Max [23]. - APP's software platform revenue grew to $835 million, a 66% year-over-year increase, driven by its AXON AI advertising engine [24]. - Freshworks reported a 35% increase in paid Copilot adoption, significantly enhancing customer satisfaction [25]. Industry News Highlights - SoftBank Group is set to become the first company to build a supercomputer using Nvidia's new Blackwell-designed chips, showcasing ambitions in AI [28]. - ASML maintains its sales forecast for 2030, anticipating strong growth in AI chip demand [29]. - Apple is reportedly preparing to launch a wall-mounted tablet with AI capabilities aimed at the smart home market [30]. - TSMC is set to receive $6.6 billion in incentives from the US government under a semiconductor manufacturing initiative [31].