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TMT行业周报（十二月第二周）：重点关注国内AI应用及消费电子新变化
Century Securities·2024-12-16 10:35

Investment Rating - The report provides an investment rating for the TMT industry, indicating a focus on domestic AI applications and changes in consumer electronics [13]. Core Insights - The report highlights a weekly market review showing that the TMT sector's performance varied, with media, communication, and electronics sectors outperforming the CSI 300 index, while the computer sector underperformed [13]. - The report emphasizes the unexpected progress of ByteDance's AI, which has strengthened the related industry chain, particularly with the leading AI app "Doubao" reaching nearly 9 million daily active users [13][14]. - It suggests monitoring the impact of subsidy policies on the consumer electronics industry, as several regions have begun to include mobile phones and tablets in their subsidy programs, which is expected to boost sales [14]. Summary by Sections Market Weekly Review - The TMT sector's weekly performance showed gains in media (4.11%), communication (1.91%), and electronics (0.22%), while the computer sector declined by 1.25% [13]. - The top-performing sub-industries included communication application value-added services (11.82%) and marketing agency (10.18%) [13]. Industry News and Key Company Announcements - Significant events include the upcoming ByteDance FORCE 2024 conference, which is expected to unveil AI and hardware products [13][39]. - The report notes the strong demand for AI applications, which is driving growth in the Enterprise SSD industry, with a nearly 30% increase in revenue due to supply constraints [45]. - The report also mentions the anticipated fivefold growth of the global generative AI market from $14.6 billion in 2024 to $72.8 billion by 2029 [53]. Company Performance - The report lists top-performing stocks in the electronics and computer sectors, with notable gains for companies like Runxin Technology (76.98%) and Haitian Ruisheng (42.56%) [33][36]. - It highlights the ongoing developments in AI technology, including OpenAI's new features and models, which are expected to enhance user engagement and capabilities [40][44].