【兴证计算机】AI应用跟踪：调用量、月活数均高速增长

Group 1 - The core viewpoint emphasizes focusing on leading companies in key sectors with cross-year attributes, suggesting a gradual increase in allocation to these sectors due to stable performance and structural highlights [1] - The report highlights the acceleration of AI application deployment by major domestic companies, with notable projects such as Alibaba's "Qianwen" app, Tencent's AI integration in WeChat, and ByteDance's release of the Doubao programming model [1] - The recommendation is to pay close attention to the progress in AI application industries and to explore related investment opportunities [1] Group 2 - The second chapter of the report provides a specialized tracking of the current state of the AI application industry, indicating rapid growth in usage metrics such as call volume and monthly active users [2]