计算机行业周报：海内外AI应用催化不断，关注产业链投资机会

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [3][35]. Core Insights - The overseas AI application sector is experiencing increased attention, with business models accelerating towards profitability. Notable stock price increases have been observed in AI application companies, such as AppLovin, which saw a 71.85% rise this month due to growth in its AI-enabled advertising platform [3][26]. - The domestic AI industry continues to show high growth potential, particularly in computing power and AI application segments. The monthly active users of AIGC apps in China reached 79.128 million, a year-on-year increase of 393.9% [4][27]. Summary by Sections Recent Trends - Overseas AI applications are gaining traction, with significant stock price increases for companies like AppLovin, which reported a 76% year-on-year revenue growth in its software platform for the first three quarters [3][26]. - In October 2024, Microsoft's AI product Copilot saw an 87.57% increase in web traffic, while ChatGPT recorded 3.78 billion visits, up 17.16% [3][26]. Domestic AI Industry - The domestic AI industry remains robust, with a notable increase in the number of AI intelligent agents across various platforms, exceeding 16,000 for Tongyi, 11,000 for iFlytek, and 9,000 for Doubao [4][27]. - Baidu's Wenxin model has achieved a daily call volume exceeding 1.5 billion, with a user base of 430 million [4][29]. Investment Recommendations - The report suggests focusing on companies such as Kingsoft Office (688111.SH), iFlytek (002230.SZ), Zhongke Shuguang (603019.SH), Inspur Information (000977.SZ), Digital China (000034.SZ), Caixun Co., Ltd. (300634.SZ), and Foxit Software (688095.SH) due to their potential in the AI application sector [35][36].