KAIYUAN SECURITIES·2026-01-18 13:42Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights the significant advancements in AI applications, particularly through Alibaba's integration of various services into its AI assistant, Qianwen, which is positioned as a super entry point for AI in the market [4] - The report emphasizes the growth of AI health assistant "Ant Aifu," which has over 30 million monthly active users, indicating strong market demand and user engagement [5] - The launch of the multimodal AI assistant "Lingguang" is noted as a key development, enhancing productivity tools with capabilities for generating applications in natural language and various media formats [6] Summary by Sections Industry Overview - The report provides a positive outlook on the computer industry, indicating a potential for the sector to outperform the overall market [1] AI Applications - Alibaba's Qianwen app integrates multiple services, enhancing user experience and positioning itself as a leading AI entry point [4] - The "Ant Aifu" health assistant has seen significant user engagement, with a daily question volume exceeding 10 million, showcasing its utility in everyday health inquiries [5] - The introduction of "Lingguang" as a productivity tool marks a significant innovation in AI capabilities, supporting diverse content generation [6] Investment Recommendations - The report suggests focusing on companies benefiting from AI applications, including Shiji Information, Jinqiao Information, and Boyan Technology, among others [7] - It also recommends monitoring investment opportunities in AI application sectors, listing several companies that are expected to benefit from the ongoing AI trend [7]