全球科技行业周报：豆包AI生态逐步建立，关注海内外AI应用进展

Investment Rating - The industry investment rating is "Overweight" as of December 15, 2024 [3]. Core Insights - The report highlights the establishment of an AI ecosystem both domestically and internationally, with a focus on the progress of AI applications [2]. - The report emphasizes the resilience of performance in the industry and suggests attention to valuation recovery opportunities [4]. Weekly Market Review - The Shanghai Composite Index experienced a weekly decline of -0.36%, while the ChiNext Index fell by -1.4%. The CSI 300 Index decreased by -1.01% during the week from December 9 to December 13, 2024 [28]. - The Media Index rose by 3.18%, contrasting with declines in other sectors such as the AI Index (-0.31%) and the Computer Index (-1.25%) [28]. AI Developments - OpenAI launched several new AI features and products, including the AI video generation tool Sora, which is available for free to ChatGPT Plus and Pro users [50]. - Significant updates were made to ChatGPT Canvas, enhancing its capabilities in real-time Python code execution and smart collaboration [50]. - ChatGPT has been integrated into Apple's iOS, iPadOS, and macOS, allowing direct access to its functionalities [50]. Domestic AI Progress - ByteDance's video editing tools, CapCut and Jianying, achieved over three-digit revenue growth in 2024, nearing 10 billion RMB in total revenue, with global monthly active users exceeding 800 million [52]. - Giant Network introduced the "QianYing" voice game generation model, enhancing its position in the "Game + AI" sector [52]. AI Hardware Innovations - Google announced the launch of its latest quantum chip, "Willow," which addresses key challenges in quantum error correction and completes standard benchmark calculations in under five minutes [10]. Recommendations - The report suggests monitoring companies such as Meta, Adobe, Microsoft, Apple, Nvidia, and AMD in the overseas AI sector [8]. - For domestic AI, companies like ByteDance, Keda Xunfei, Alibaba, and Tencent are recommended for continued observation [9]. - In the AI hardware space, companies such as Meta, Microsoft, Nvidia, and Amazon are highlighted for their long-term investment potential [10].