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Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [4][10] Core Viewpoints - The AI competition landscape is deepening in multiple dimensions, accelerating the evolution of ecological applications [2] - AI creative and reasoning applications are entering a high growth phase, with programming and role-playing becoming core scenarios [7] - The report highlights the significant user growth and engagement in the AI creative sector, with active users exceeding one million for leading products [7] Summary by Relevant Sections Industry Performance - The relative return over 1 month is -0.86%, over 3 months is -7.8%, and over 12 months is -4.17% [6] - The absolute return over 1 month is -3.01%, over 3 months is -7.71%, and over 12 months is 9.95% [6] AI Creative Sector Insights - In November 2025, over 200 AI creative web products had a total visit count exceeding 27 million, with independent visitors surpassing 7.7 million [7] - Leading products like Jimeng AI and Gaoding AI have over one million active users, with significant growth in independent visitor numbers for Canva and Keling AI [7] - The average usage time for several products exceeds 8 minutes, indicating strong user engagement [7] AI Development Trends - The AI development is entering a "great divergence" phase, with open-source models capturing 30% of traffic globally, and Chinese open-source models leading in specific scenarios [7] - The report notes a shift from generating text to problem-solving capabilities in AI, with programming requests increasing from 11% to over 50% [7] - The multi-model ecosystem is becoming clearer, with closed-source models handling high-value tasks and open-source models focusing on low-cost, high-concurrency needs [7] Investment Recommendations - The report suggests focusing on companies such as BlueFocus, Kunlun Wanwei, Tianyu Digital Science, Yinsai Group, Visual China, and HuiLiang Technology as potential investment opportunities [7]

Core Insights - The article discusses how AI is reshaping the design delivery process, particularly through the launch of the "GaoDing AI" platform by GaoDing Technology, which leverages Huawei Cloud's Token services to provide a comprehensive solution for visual marketing in the AI era [1][2]. Group 1: AI Design Platform Features - "GaoDing AI" offers capabilities such as inspiration collection, creative stimulation, visual refinement, and design extension, making the creative process simpler and more efficient [1][3]. - The platform allows for a layered approach to content creation, where AI handles the generation of elements like scene images and marketing graphics, ensuring quality control and ease of adjustments [1][3]. Group 2: Technological Innovations - The platform features an "infinite canvas" and an AI design agent that automates tasks like inspiration collection and design conception, streamlining the creative process [2][3]. - The collaboration with Huawei Cloud has significantly enhanced the speed of multimodal model generation, with text-to-image models speeding up by 2 times and text-to-video/image-to-video models by 3.5 times [3]. Group 3: Market Impact and User Base - The AI capabilities have led to the creation of an AI creative community with over 80,000 certified designers and more than 100 million users, fostering a collaborative environment for inspiration [3]. - The platform aims to empower 5 million small and medium-sized enterprises and 100 million individual users to easily manage marketing design, addressing the growing demand for digital marketing solutions [3].