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GenAI:74.6%的中国财富500强企业正在部署或使用GenAI技术
First Shanghai Securities·2025-09-23 09:12

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - 74.6% of China's Fortune 500 companies are deploying or using GenAI technology, indicating its deep integration into corporate development and its role in digital transformation [3][4] - Cloud giants are offering comprehensive solutions that facilitate the implementation of GenAI, with Alibaba Cloud and DeepSeek serving 40% and 38% of Fortune 500 companies respectively [3] - The rise of open-source foundational models and tools is lowering the technical barriers for companies to deploy large models, promoting a multi-vendor strategy where companies typically choose 2.1 GenAI suppliers [4] Summary by Sections GenAI Adoption - A significant majority of Fortune 500 companies in China are adopting GenAI, marking a shift in market competition and digital transformation [3] - The multi-vendor approach enhances the stability and adaptability of GenAI applications to meet specific business needs [4] Alibaba Developments - Alibaba's Tongyi DeepResearch model has been open-sourced, achieving state-of-the-art results in various evaluations, and is positioned as a leading open-source agent model [5] - The upcoming Alibaba Cloud Summit will gather over 2,000 guests to discuss trends in AI and cloud computing [5] Tencent Gaming - Tencent's game "Delta Action" has surpassed 30 million daily active users in China, marking a significant milestone in the shooting game sector [6] - The game has also achieved a peak of 226,000 concurrent users on Steam, indicating strong global appeal [6] ByteDance and TikTok - ByteDance is advancing negotiations to ensure TikTok continues to operate in the U.S. amid regulatory pressures, with 170 million monthly active users in the U.S. [8] Meituan Expansion - Meituan's international delivery brand Keeta has launched in Kuwait, aiming to expand across the Gulf region and invest $1 billion in Brazil over the next five years [9]