人工智能行业动态追踪：计算机行业：苹果与阿里或开展合作，国产AI能力再获认可

Investment Rating - The report maintains a "Positive" outlook for the computer industry, indicating an expected performance that is stronger than the market benchmark by over 5% [8]. Core Insights - Apple and Alibaba are set to collaborate on developing AI features for iPhone users in China, which is crucial for Apple to regain market competitiveness amid declining sales [1][2]. - The partnership is expected to enhance Apple's product functionality and stimulate demand for upgrades, while Alibaba stands to gain increased user engagement and brand recognition [4]. - The collaboration highlights the growing recognition of domestic AI capabilities, with companies like Boyan Technology, Qianfang Technology, and Zhongke Jincai likely to benefit from this trend [4]. Summary by Sections Industry Overview - In Q4 2024, smartphone shipments in mainland China reached 77.4 million units, a 5% year-on-year increase, while Apple's shipments fell by 25% to 13.1 million units [2]. - The report notes that Apple's lack of localized AI features has negatively impacted its performance in the Chinese market [2]. Competitive Landscape - Alibaba's Qwen series models are noted for their comprehensive capabilities, surpassing competitors like Meta's Llama in performance [3]. - The open-source strategy of Alibaba has led to over 80,000 derivative models being developed by global developers, showcasing its ecosystem strength [3]. Financial Projections - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for key companies, with Zhongke Shuguang projected to have an EPS of 1.81 in 2025 and a PE ratio of 40.14 [12]. - The industry has a total market capitalization of 45,677.6 billion yuan, with 268 listed companies [4].