策略周评20251214：AI应用端多场景落地试点

Group 1 - The core viewpoint of the report highlights that the AI industry is entering a critical phase characterized by a competition in full-stack capabilities and deep penetration into various application scenarios [2][3] - Domestic manufacturers are focusing on breakthroughs in full-stack systems within the computing hardware sector, with Lenovo launching its "AI Factory" solution and Huawei Cloud introducing a cross-regional computing resource scheduling system [3] - The application side is witnessing multiple breakthroughs, with AI technology evolving from a tool to a core engine of the industry, as seen in various sectors such as content creation and logistics [4] Group 2 - Significant events include OpenAI's release of GPT-5.2, which enhances performance in professional tasks, and Disney's $1 billion investment in OpenAI, marking a deep integration of traditional content with AI technology [5][6] - The report indicates that the competition focus in the era of large models has shifted from mere model capability upgrades to the construction of comprehensive systems, with intelligent agents becoming the core carriers of industrial upgrades [6] - The report recommends several companies and sectors, including those involved in AI applications, semiconductor ecosystems, and equipment exports, highlighting potential investment opportunities in these areas [7][15]