According to the Intelligent Financial News App, Huafu Securities released a research report stating that various AIAgents have been intensively released, bullish on integrating AI within the app to simplify internal functions. The core contradiction of intelligent AIAgents lies in the ability to understand fuzzy statements, strongly related to model capabilities and user preference accumulation. Due to privacy and security concerns, in the future, user preference data will be stored on the end-side mobile phone manufacturers. Mobile brand manufacturers leverage the advantages of the underlying operating system to act as a "central control" role, where system-level AI will determine the distribution of traffic rights, bullish on the era of AIAgent strengthening the discourse power of mobile brand manufacturers.

Huafu Securities' main points are as follows:

This week, third-quarter earnings announcements were concentrated, with individual stock market trends continuing to evolve.

(1) CPU/GPU Sector: Longxin Zhongke -3.84% this week (1028-1030), possibly affected by third-quarter performance.

(2) Wafer Foundry Sector: Semiconductor Manufacturing International Corporation -8.41%, accumulated a +43.06% increase this month. The company announced that the third-quarter results briefing will be held on November 8, recommending continued attention. (3) Advanced Packaging: Tianshui Huatian Technology +17.96%, the company released its third-quarter report on Monday night, with consecutive significant increases on Monday and Tuesday, possibly driven by performance.

I. AIAgents are intensively released, ushering in the era of AI controlling screens.

Since October 23, Claude 3.5 Sonnet has added the Computeruse feature, and various AIAgents have been intensively released by each company.

(1)On the APP side, Kingdee has released the AI management assistant Cangqiong APP, which can provide financial common sense Q&A, enterprise knowledge Q&A, and intelligent analysis services, and can better connect to SaaS, covering enterprise-level AI application scenarios. Zhi Pu has launched the self-owned intelligent body AutoGLM, which can help you order takeout, send WeChat messages, write reviews, and comment on friends' circle posts with just one sentence on your mobile phone; the execution process is clear and visible, and will pause at key steps to ask the user for confirmation.

(2)For mobile phone manufacturers: Xiaomi has launched the 'Super Xiaoai' full ecosystem AI smart assistant, which can help you remember things, help you find things, and perform various AI functions such as assisting across multiple apps. Apple's Apple Intelligence can understand, generate text and images, and achieve cross-application collaboration. OPPO released the Find X8 series with 'AI One-Touch Query Screen', which can help users save defective photos, express themselves, work efficiently, and handle various tasks. The upcoming Honor Magic7, to be officially launched on October 30, will also be the first to be equipped with Honor AIAgent.

(3)On the PC side, Claude 3.5 has introduced the latest Sonnet model with a new Computeruse function, allowing it to use the computer like a human, with the model perceiving interface interaction after inputting voice commands. Microsoft's Copilot Vision can discuss the web pages a user is browsing with the user. Google's Project Jarvis, currently in development, can help users perform tasks like 'collecting research data, purchasing products or booking flights'.

Secondly, Apple's Apple Intelligence is online, integrating ChatGPT to drive the development of large models.

On October 29th, Apple AI officially logged into iPhones, iPads, and Macs. ChatGPT has been integrated into Apple Intelligence, allowing users to directly use ChatGPT functions without the need for a special ChatGPT account. The industry believes that Apple's cooperation with OpenAI is an important step in building the intelligent ecosystem, providing an example for connecting technology empowerment, scene applications, and traffic distribution, and achieving a closed loop of intelligent entity business, with the potential to be further promoted within the industry.

Thirdly, tracking of large AI models.

Claude's website traffic has significantly increased, and Zhi Pu's intelligent entity has driven APP downloads. According to the latest data from similarweb (1018-1024):

(1) The number of visits to Perplexity has rapidly increased this week. Perplexity's weekly query volume has reached 0.1 billion times, and companies such as X, Notion, OpenAI, and Microsoft have made acquisition offers to it.

(2) Claude's website traffic has significantly increased this week. Recently, Claude 3.5 Sonnet has been upgraded, driving the increase in traffic.

(3) Midjourney's website traffic has increased slightly this week. On October 24th, Midjourney released an AI photo editing tool that can not only remove elements from images but also adjust, modify, and retexture image elements in various art styles.

(4) Pika's website traffic has slightly declined this week. Recently, with the release of Pika 1.5's new effects 'Pikaffects,' there was a significant increase in traffic, followed by a slight decline in traffic this week.

According to the latest data from Qimai (10/23-10/29):

(1) On October 26th, IntelliWords had nearly 0.13 million downloads in a single day. On October 25th, IntelliWords launched two new products. One is the AutoGLM smart body, which can simulate human phone operation with simple instructions to complete tasks on platforms like WeChat, Meituan, and Taobao. The other is the end-to-end emotional speech model GLM-4-Voice, which can understand emotions, has emotional expression and resonance, self-adjustable speech speed, supports multiple languages and dialects, and has lower latency, and can be interrupted at any time.

(2) On October 26th, iFlytek's Xinghuo greatly increased its downloads. On October 24th, iFlytek officially released Xinghuo 4.0 Turbo, which surpasses GPT-4 Turbo comprehensively in seven major abilities such as text generation, language understanding, and knowledge question answering. Its mathematical and coding abilities exceed GPT-4 and efficiency is increased by 50%.

Recommendations:

Domestic computing power chain: Cambricon-U (688256.SH), Alltek Information (688041.SH), Loongson Technology (688047.SH), Shengke Communication-U (688702.SH), etc.

Datacenter hardware: Zhongji Innolight (300308.SZ), Foxconn Industrial Internet (601138.SH), Eoptolink Technology Inc. (300502.SZ), Suzhou TFC Optical Communication (300394.SZ), Shenzhen Woer Heat-Shrinkable Material (002130.SZ), Shenzhen Envicool Technology (002837.SZ), Wus Printed Circuit (002463.SZ), Victory Giant Technology (300476.SZ).

Risk Warning: Technology development and implementation fall short of expectations; downstream end shipments fall short of expectations; downstream demand falls short of expectations; intensified market competition risks; geopolitical risks.