计算机行业点评：AI应用梳理-海外映射国内

Investment Rating - The industry investment rating is maintained as "Overweight" [2][13]. Core Insights - The report highlights the acceleration of monetization in overseas AI applications, reinforcing the commercial closed-loop logic of AI. Recent performance of AI application companies in the US stock market has been strong, with notable companies like SOUNDHOUND AI and PALANTIR showing significant stock price increases of 71.56% and 71.45% respectively, alongside substantial revenue and profit growth [2][3]. - The report attributes the rapid commercialization of AI applications to factors such as decreasing computing costs, increased user acceptance, and maturing monetization models. The cost of AI training has decreased significantly, with the price of NVIDIA A800 training cards dropping to 2 yuan per hour, which is expected to lower operational costs for AI application companies and enhance operational efficiency [2][3]. - User engagement with leading global AI applications has increased, with ChatGPT, Doubao, and Nova achieving monthly active users of 287.25 million, 59.98 million, and 49.63 million respectively, indicating a solid foundation for commercial advancement [2][3]. Summary by Relevant Sections Overseas and Domestic AI Application Company Analysis - The report provides a detailed analysis of various AI application companies, categorizing them by sector, such as AI+ Office, AI+ Education, AI+ Industrial/CRM/ERP, AI+ Medical, AI+ Search, AI+ Design, AI+ E-commerce, AI+ Finance, AI+ Data Processing, and AI+ Special Industries. Each category lists relevant companies and their market performance [3][8]. Market Performance Data - The report includes specific market performance data for various AI companies, indicating their market capitalization and year-to-date stock price changes. For example, ORACLE has a market cap of $51.61 billion with an 84.04% increase, while SOUNDHOUND AI has seen a staggering 608.02% increase in stock price [8]. Domestic AI Application Growth Potential - The report emphasizes the strong growth momentum of domestic AI applications, with increasing penetration rates expected. It notes that domestic AI applications are well-positioned for rapid growth, supported by user engagement metrics and market expansion strategies [2][3].