美股AI应用逐步落地，AIAgent或成新产业趋势

Investment Rating - The report maintains an investment rating of "Outperform" compared to the market [5]. Core Insights - The report highlights that AI applications in the US are gradually being implemented, with several companies reporting strong Q3 performance and stock price increases. For instance, Applovin's stock rose by 102% since its earnings release on November 6, Palantir's by 54% since November 4, and Hubspot's by 28% since November 6 [21][22]. - The emergence of AI Agents is identified as a potential new trend in AI applications for the upcoming year, with major companies like Salesforce and Hubspot launching new AI Agent products [23]. Summary by Sections Company Performance - Applovin's software platform revenue grew by 75.5% in 2023 and 75.8% in Q1-Q3 2024, with a continued growth rate of 65.2% in Q3 2024, driven by its AI-driven advertising technology AXON 2.0 [21][22]. - Palantir's AIP platform has significantly contributed to its revenue growth, with year-over-year increases of 70%, 40%, 54%, and 54% from US commercial users over the last four quarters [22]. - Hubspot reported a revenue of $670 million in Q3 2024, a 20% increase, with a customer base reaching 238,000, and a net addition of 10,000 customers in Q3 alone. The usage of its AI features increased by 13% quarter-over-quarter [22][23]. Market Trends - The report notes that AI Agent products are likely to become a new industry trend, with Salesforce's Agentforce platform and Hubspot's new AI products being key examples [23]. - The report emphasizes the importance of monitoring domestic companies with AI products, such as Dingjie Zhizhi and Han'de Information, as potential investment opportunities [23]. Market Performance - The computer industry index fell by 3.10% this week, underperforming compared to the Shenzhen Component Index and the ChiNext Index [26][30]. - The report suggests focusing on investment opportunities in sectors with improving sentiment, such as Xinchuang and data elements [32].