人工智能行业海外市场：寻找2025爆款AI应用

Investment Rating - The report maintains an "Overweight" rating for the industry [1] Core Insights - The AI application landscape is evolving, driven by model iterations, cost reductions, and increasing downstream demand, leading to breakthroughs in various AI application areas [3] - 2025 is anticipated to be a pivotal year for AI applications, with significant advancements expected across multiple sectors [5] Group 1: Edge Agent - Anthropic's Claude 3.5 Sonnet demonstrates exceptional computer use capabilities, achieving an accuracy of 14.9% in OSWorld benchmark tests, ranking first in the industry [19][22] - Zhizhu's AutoGLM enables complex tasks on mobile devices, achieving a success rate of 36.2% in Phone Use evaluations, significantly outperforming competitors [30][33] Group 2: Advertising Technology - Applovin's software platform revenue grew by 66% year-on-year in Q3 2024, driven by its AI-powered recommendation engine, AXON [37][39] - Mintegral, a programmatic advertising platform by 汇量科技, reported a 55.4% increase in advertising technology revenue in Q3 2024, benefiting from an upgraded bidding model [45][49] Group 3: Enterprise Solution Decision-Making - Palantir's AIP platform has significantly boosted its U.S. commercial business, with a 54% year-on-year revenue increase in Q3 2024 [53][55] - The Fourth Paradigm's AIOS platform generated a 50.2% revenue increase in Q3 2024, showcasing its effectiveness across various industries [58] Group 4: Customer Relationship Management (CRM) - Salesforce's Agentforce system enhances service automation and customer interaction, contributing to a 12.8% increase in net profit in Q2 2025 [66][68] - 微盟集团 reported a 21% revenue growth in 2023, with a significant increase in its merchant solutions segment [72]