电子行业先进科技主题周报-周观点：AWS营业利润率持续增长，苹果AI落地加速

Investment Rating - The industry investment rating is "Overweight (Maintain)" [7] Core Views - AWS continues to grow its operating profit margin and holds a 31% market share in the cloud market, indicating strong competitive positioning [4] - Apple accelerates the implementation of AI features in iOS 18.1, enhancing user experience with over 55 new AI-driven functionalities [5] - The report emphasizes the importance of commercializing generative AI, particularly in computing infrastructure and software applications with high demand and industry barriers [7] Market Review - The Shanghai Composite Index closed at 3330.73 points with a weekly decline of 3.52%, while the Shenzhen Component Index and the ChiNext Index also experienced declines of 3.7% and 3.36% respectively [3] Technology Industry Insights - AWS is integrating flexible model-switching capabilities into its Bedrock service to support generative AI workloads, enhancing its attractiveness compared to competitors [4] - Apple's new iOS features include advanced AI capabilities for Siri, text summarization, image and video search, and video creation, indicating a significant leap in user interaction [5] Investment Recommendations - Focus on commercialization of generative AI, particularly in sectors with strong demand and high industry barriers [7] - Suggested sectors for investment include AI/light modules, PCB, low-altitude economy, and stable fundamentals in the Beijing Stock Exchange [7]