计算机行业定期报告：通用汽车退出Robotaxi业务，特斯拉或被寄予厚望

Investment Rating - The industry rating is "Outperform the Market" [6] Core Insights - General Motors has announced a strategic shift away from funding its autonomous taxi project, Cruise, indicating that the focus will now be on more viable technologies such as driver assistance systems and personal vehicle automation. This shift suggests a potential opportunity for Tesla, as GM's CFO acknowledged Tesla's end-to-end autonomous driving approach as a correct strategy [4][22] - The report highlights significant developments in AI applications, with ChatGPT and Gemini leading in overseas downloads, while domestic applications like Doubao are also showing strong growth [5][26] Summary by Sections AI News Update - Internationally, Apple has integrated ChatGPT into its new iOS 18.2, enhancing Siri's capabilities [15] - OpenAI has made its Canvas feature available to all ChatGPT users, allowing for more interactive and collaborative use [16] - Domestically, ByteDance has prioritized its video editing tool, Jianying, indicating a strategic shift towards AI-driven content creation [18] General Motors' Strategic Shift - GM's decision to halt funding for Cruise is aimed at reallocating resources towards more promising technologies, with an expected annual savings of over $1 billion [17][20] - The restructuring of Cruise is anticipated to be completed by mid-2025, with GM aiming to increase its ownership stake in Cruise to over 97% [17][21] AI Data Update - For the week of December 6-12, 2024, ChatGPT's usage reached approximately 1.8 million daily interactions, while Gemini and Perplexity remained stable. Claude saw an 80% increase, albeit from a smaller base [23] - In the domestic market, Doubao's downloads surged nearly 20% to 1.2 million daily, while Kimi experienced a decline [26]