2024年第46计算机行业周报：海外AI应用大涨，看好后续应用落地方向

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [8]. Core Insights - The report highlights a significant increase in overseas AI applications, with a positive outlook on future application deployment directions. Recent financial results from companies like Shopify and AppLovin exceeded market expectations, indicating strong growth in the AI application sector [7][41]. - The report suggests focusing on three types of industrial opportunities: (1) the maturation of AI agents, particularly in personal and enterprise assistant scenarios; (2) vertical manufacturers with both scene and technical advantages benefiting from technological upgrades; and (3) technology-driven companies, especially those with multimodal capabilities, which are expected to expand their business boundaries [53]. Summary by Sections Market Review - The computer sector experienced a slight pullback last week, with the Shanghai Composite Index dropping 3.52% to close at 3330.73 points. The computer sector fell by 3.09%, ranking 10th among major industries [5][17]. Key Trends - Quantum technology is gaining momentum, with significant developments in both the US and China. Companies like IonQ are accelerating their quantum computing initiatives, while China's first quantum computing company has begun exporting its capabilities [6][23][25]. - The openEuler Summit 2024 was held, showcasing advancements in the openEuler operating system, which has captured a significant market share in server operating systems [34][36]. Recommended Focus Areas - The report emphasizes the importance of AI applications, noting that companies like Shopify and AppLovin have reported substantial revenue growth, driven by AI enhancements in their operations [41][43]. - The report encourages attention to the full quantum technology supply chain, particularly in quantum computing and communication, as these areas are expected to see accelerated development [29][40].