电子行业周报：苹果AI功能中文版4月发布，阿里对AI投入表达乐观

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - Apple plans to launch a new version of its AI feature in April, which will include support for multiple languages, including Simplified Chinese, enhancing the AI capabilities of its products and potentially benefiting its supply chain [4][15] - Alibaba's CEO expressed optimism about AI investments, indicating a significant increase in spending on AI infrastructure and applications over the next three years, surpassing the total investment of the past decade [6][30] Market Performance Review - During the week of February 17 to February 21, 2025, the Shanghai Composite Index rose by 0.97%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index saw a rise of 2.99%. The STAR 50 Index experienced a growth of 7.07%, while the Shenwan Electronics Index increased by 6.96% [3][31] - The best-performing sector index was the digital chip design index, which rose by 10.82%, while the panel index had a weaker performance with a rise of only 0.41% [31] Key Company Developments - Apple is set to enhance its AI capabilities with the upcoming updates to iOS, iPadOS, and macOS, which will include new language support and features [4][15] - Alibaba plans to focus on three main business areas: domestic and international e-commerce, AI + cloud computing technology, and internet platform products, with a strong emphasis on AI infrastructure and applications [6][30]