计算机行业周报：AI应用落地曙光已现

Investment Rating - The report maintains a "Positive" outlook for the computer industry [6] Core Insights - Global AI product users continue to grow, with vertical application commercialization accelerating. Since the launch of ChatGPT, both large model companies and various application enterprises have introduced numerous applications based on large models, seeking user growth and business closure opportunities. Recent observations indicate an accelerating trend in AI applications, with significant increases in web and app access volumes, particularly noting a remarkable 87.6% growth in Microsoft Copilot's access [1][18][19] - AI Agents are becoming a new trend, possessing substantial imaginative space and monetization value. With the continuous enhancement of foundational large model reasoning capabilities, AI Agents are actively being developed by major model companies and AI application enterprises. These agents can autonomously understand, perceive, plan, remember, and utilize tools, automating complex task execution and potentially becoming the primary mode of human-machine collaboration in the future [2][27][31] - The commercialization cycle for domestic applications is gradually opening up. Since the release of ChatGPT, large model companies and application enterprises have been exploring application landing attempts from both "AI+" and "+AI" perspectives. As a result, the AI products and strategies of various companies have become increasingly clear and diverse [3][37] Summary by Sections Section 1: Global AI Product Growth - The report highlights that global AI product user numbers are on the rise, with significant web access growth for top AI applications. ChatGPT leads with 3.78 billion monthly visits, while 10 applications exceed 100 million visits. Notably, Microsoft Copilot's access volume increased by 87.6% [1][18][20] Section 2: Rise of AI Agents - AI Agents are recognized as the next wave of artificial intelligence, with many companies launching or planning to launch related applications. Salesforce aims to deploy 1 billion AI Agents within a year, while Microsoft and OpenAI are also introducing their own AI Agent functionalities [2][31][32] Section 3: Domestic Commercialization - Companies like iFlytek are exploring clear commercialization paths, including enhancing existing products with large models and developing new AI-native applications. Other companies are also launching innovative applications in various sectors, indicating a growing trend towards AI commercialization [3][37][41] Section 4: Investment Recommendations - The report suggests investors focus on the AI application sector, recommending specific companies across various categories, including large model companies like iFlytek, enterprise applications like Kingsoft Office, and vertical applications like Focus Technology [4][46]