计算机行业周报：海外映射下，持续关注AI应用投资机会

Investment Rating - The report maintains a "Recommended" rating for the computer industry [1][3]. Core Insights - The report highlights the ongoing interest in AI application investment opportunities, particularly following OpenAI's launch of the ChatGPT Pro subscription plan at $200 per month, which includes access to advanced models and features [1][21][25]. - There is a positive outlook for the AI application sector, with expectations for significant growth in domestic AI applications, driven by a large potential user base [3][27]. - The report notes that overseas AI application companies have shown strong stock performance, with significant revenue growth and stock price increases for companies like AppLovin, Duolingo, and Shopify [26][27]. Summary by Sections 1. Market Performance - The computer index rose by 2.46% from December 2 to December 6, 2024, with notable gainers including Huihan Co. and Yanshan Technology [13]. 2. Industry News - Recent developments include a visit by Xi Jinping emphasizing the importance of modern information support in military strategy, highlighting the growing significance of network information systems [19]. 3. Key Company Announcements - Softcom Power announced plans to engage in foreign exchange hedging up to $660 million [19]. - Tianyima signed contracts worth approximately $3.31 billion for computing services [20]. 4. Weekly Insights - OpenAI's new subscription service is expected to enhance user experience and willingness to pay for AI applications, indicating a positive trend for the industry [21][25]. - The report emphasizes the rapid establishment of overseas AI application business models, which could signal a positive outlook for global AI industry profitability [26]. 5. Investment Recommendations - The report suggests focusing on companies such as Kingsoft Office, iFlytek, and others, indicating their potential for growth in the AI application sector [3][27]. 6. Key Company and Earnings Forecasts - The report includes detailed earnings forecasts for key companies, with projected earnings per share (EPS) and price-to-earnings (PE) ratios for 2024 and beyond [4][31].