全球科技行业周报：国内外AI产品加速迭代，关注可为行业减少冗员的AI技术提供商

Investment Rating - Industry Rating: Overweight [2] Core Views - The report highlights the acceleration of AI product iterations both domestically and internationally, emphasizing the potential of AI technology providers that can reduce workforce redundancies [2][4] - The report notes that the AI industry has seen significant growth, with Baidu's Wenxin model achieving a daily call volume exceeding 1.5 billion, a 7.5-fold increase from earlier this year [4] - The report suggests that sectors such as e-commerce, digital marketing, and finance are leveraging AI for labor substitution and cost-effective promotion, indicating ongoing development opportunities for related technology providers [4] Summary by Sections 1. Weekly Market Review - From November 11 to November 15, 2024, the Shanghai Composite Index decreased by 3.52%, the ChiNext Index by 3.36%, and the CSI 300 Index by 3.29% [3][31] - The media index increased by 1.27%, while the Hang Seng Technology Index fell by 7.29% [3][31] 2. AI+ Sector Overseas AI - Google announced the launch of a standalone Gemini app for iPhone users, expected to enhance AI functionalities [5][51] - Apple released Final Cut Pro 11 and other updates, introducing significant new features [5][51] Domestic AI - Tencent launched version 2.0 of its Yuanbao app, featuring an upgraded interface and new AI application sections [8][52] - Alibaba introduced the conversational AI search engine Accio overseas, which has shown a 20%-30% increase in conversion rates during trials [8][52] - ByteDance unveiled the SeedEdit image editing model, which is currently in testing [8][52] 3. AI Hardware - Baidu launched the Xiaodu AI glasses, claiming it to be the world's first native AI glasses equipped with a Chinese large model [9][53] 4. Overseas Technology - CINNO Research reported that the domestic XR market saw a total sales volume of 108,000 units in Q3 2024, a 35% decline from the previous quarter [10] 5. Gaming - Tencent reported Q3 revenue of 167.193 billion yuan, an 8% year-on-year increase, with a gross profit of 88.828 billion yuan, up 16% [12]