端侧 AI 势头强劲,文生模型推动 AI 新领域探索

Investment Rating - The industry investment rating is "Overweight" indicating that the growth level of the industry is expected to exceed that of the CSI 300 index over the next six months [46]. Core Insights - The report highlights a strong momentum in edge AI, with generative models driving exploration in new AI fields. The global AI smartphone shipment is projected to account for approximately 15% of the overall smartphone market in 2024, leading to a new wave of device upgrades [20][31]. - The report emphasizes the emergence of a modern tourism system centered around smart tourism, which is gradually forming under the empowerment of technology. This innovation is expected to expand the traditional cultural tourism industry's boundaries [34]. Summary by Sections Market Performance Review - The social services sector index experienced a weekly increase of +8.28%, ranking 4th among 31 sectors in the Shenwan index [10][14]. - Key sub-industry performances included education (+26.06%), sports II (+17.21%), and professional services (+12.69%) [16][18]. Investment Theme 1: Edge AI and Generative Models - The report discusses the rise of AI smartphones, marking a new phase in the mobile industry. Major manufacturers like OPPO, Huawei, and Xiaomi are launching edge AI models, which are expected to reshape the industry chain [20][29]. - The release of Stability AI's new generative model, Stable Diffusion 3, is noted for its potential to enhance the quality of generated images and videos, further advancing AI applications [29][30]. Investment Theme 2: Smart Tourism Development - The report outlines the announcement of pilot projects for smart tourism, aiming to leverage digital technology to enhance traditional tourism experiences [31][33]. - The addition of new cities for individual travel to Hong Kong and Macau is expected to boost local tourism economies by catering to diverse travel demands [33][34].