计算机周观察20251130：巨头推进AI终端布局，继续推荐国产AI链

Investment Rating - The report maintains a "Recommend" rating for the industry, indicating a positive outlook for the sector's fundamentals and expected performance relative to the benchmark index [3][29]. Core Insights - The report highlights significant advancements in AI technology, particularly the introduction of new AI products by major players such as Alibaba and ByteDance, which are expected to enhance the domestic AI industry chain [1][6]. - The Singapore national AI project has adopted Alibaba's open-source model, indicating a shift in regional AI development strategies and showcasing the competitive edge of Chinese AI technologies [10][11]. - The launch of the Quark AI glasses by Alibaba represents a significant innovation in AI-enabled consumer electronics, integrating various functionalities and advanced imaging technologies [13][15]. - ByteDance is set to release an AI-native smartphone, which promises enhanced user experience through deep integration of AI capabilities, marking a new trend in mobile technology [20]. Summary by Sections Weekly Highlights - The report discusses the strategic shift of Singapore's AI project to utilize Alibaba's Qwen model, which has shown superior performance in Southeast Asian language processing [10][11]. Market Performance Review - In the fourth week of November 2025, the computer sector experienced a 3.08% increase, with notable stock performances from companies like Pingao Co. and Jiayuan Technology [21][22].