传媒：Apple Intelligence接入ChatGPT，端侧AI稳步推进

Investment Rating - The industry investment rating is "Leading the Market (Maintain)" indicating an expected performance that exceeds the market by over 10% in the next 6-12 months [2][5]. Core Viewpoints - The integration of ChatGPT into Apple Intelligence is a significant advancement, enhancing the functionality of Apple devices such as iPhone, iPad, and macOS. This integration is expected to improve user experience by facilitating easier access to AI capabilities [2]. - The domestic AI ecosystem is thriving, with companies like Weimi Smart completing significant funding rounds, indicating robust growth in the edge AI sector [2]. - The report highlights the expected growth in AI PC shipments, projected to exceed 114 million units globally by 2025, representing a year-on-year increase of 165.5%. Additionally, AI mobile phones are anticipated to reach a penetration rate of nearly one-third by 2025, with shipments close to 400 million units [2]. Summary by Sections Industry Performance - The report notes a 12-month relative performance decline of -10.81% and a 3-month performance increase of 31.97% [2]. Investment Recommendations - The report suggests focusing on leading AI companies that are continuously iterating their models and integrating AI+ applications, which may accelerate the deployment of edge AI. Recommended companies include Tencent Holdings, NetEase, and others [2].