The Zhitong Finance App learned that Huafu Securities released a research report saying that various AIAgents are intensively publishing and are optimistic about integrating AI within the app to simplify internal functions. The core contradiction of AIAgent intelligence is the ability to understand fuzzy statements, which is strongly related to model ability and the accumulation of user preferences. Since manipulating the screen requires screen analysis to consider privacy and security, future user preference data will be placed in the mobile phone factory on the end side. Mobile phone brand manufacturers use the advantages of the underlying operating system to act as a “central control” role. System-level AI determines that mobile phone manufacturers will control the right to distribute traffic, and is optimistic that mobile phone brands will have more voice in the AIAgent era.

The main views of Huafu Securities are as follows:

The quarterly results announcements were released centrally this Wednesday, and individual stock prices continued to be interpreted.

(1) CPU/GPU sector: Longxin Zhongke -3.84% this week (1028-1030), which may be affected by the third quarter results.

(2) Foundry sector: SMIC -8.41%, with a cumulative increase of +43.06% this month. The company announced that the third quarter results briefing will be held on November 8. It is recommended that you continue to pay attention. (3) Advanced packaging: Huatian Technology +17.96%. The company released three quarterly reports this Monday night, which continued to rise sharply on Monday and Tuesday, or may be driven by performance.

1. AIAgent is being released intensively, and the era of AI manipulating screens is coming

Since October 23, Claude 3.5 Sonnet added computeruse features, and various AIAgents have been intensively released.

(1) App side: Kingdee released the AI management assistant Sky App, which can provide general financial knowledge questions and answers, and intelligent analysis services. It can also connect to SaaS and cover enterprise-level AI application scenarios. Smart Spectrum launched AutoGLM, an autonomous smart device to automatically help you order takeout, send WeChat, write reviews, and comment to your circle of friends in one sentence; the execution process is clearly visible, and the key steps will stop requesting whether the user will execute it.

(2) Mobile phone brand manufacturers: Xiaomi launched the “Super Little Love” full-ecosystem AI smart assistant, which enables various AI functions such as helping you remember, find, and execute across multiple apps. Apple Intelligence released by Apple can understand and generate text and images to enable cross-application collaboration. OPPO released the FindX8 series equipped with an “AI one-click question screen”, which can help users save waste, express themselves, work efficiently, and handle various tasks. Honor Magic7, which will be officially released on October 30, will also debut with Honor AIAgent.

(3) PC side: Claude3.5 launched the latest Sonnet model and added the Computeruse function. You can use the computer like a human and interact with the model sensing interface after entering language instructions. Microsoft's Copilot Vision can discuss with users the web pages they are browsing. Project Jarvis, which Google is developing, can help users perform tasks such as “collecting research, purchasing products, or booking flights.”

2. Apple Apple Intelligence launched, connected to ChatGPT to drive the development of large models

On October 29, Apple AI officially joined iPhone, iPad, and Mac. ChatGPT is integrated into Apple Intelligence, and users can directly use ChatGPT's features without registering a special ChatGPT account. The bank believes that the cooperation between Apple and OpenAI is an important step in building an intelligent ecosystem. It provides an example for opening up all aspects of technology empowerment, scenario application, and traffic distribution to achieve a closed loop in smart business. The cooperation model is expected to be further promoted within the industry.

3. AI large model tracking

Claude's visits have increased significantly, and the Smart Spectrum Agent has driven app downloads. According to SimilarWeb's latest data (1018-1024):

(1) Perplexity saw a rapid increase in visits this week. Perplexity has reached 0.1 billion weekly inquiries, and companies such as X, Notion, OpenAI, and Microsoft have submitted takeover offers to it.

(2) Claude saw a significant increase in visits this week. Recently, Claude 3.5 Sonnet was upgraded, which led to an increase in visits.

(3) Midjourney saw an increase in visits this week. On October 24, Midjourney released an AI retouching artifact that not only removes elements from images, but also adjusts, modifies, and re-texturizes image elements in various artistic styles.

(4) Pika's visits have declined somewhat this week. Recently, the number of visits to Pika1.5 increased dramatically after Pikaffects' new effects were released, and this week the number of visits declined somewhat.

According to the latest data from Qimai (1023-1029):

(1) On October 26, Zhipu Qingyan had nearly 0.13 million downloads in a single day. On October 25, Smart Spectrum launched two new products. One is an AutoGLM smart device that can simulate humans operating a mobile phone with simple instructions to complete tasks on platforms such as WeChat, Meituan, and Taobao. The other is GLM-4-Voice, an end-to-end emotional voice model. The model can understand emotions, express emotions and empathize, can self-adjust speech speed, support multiple languages and dialects, and has lower latency and can be interrupted at any time.

(2) iFLY Spark saw a significant increase in downloads on October 26th. On October 24, iFLYTEK officially released the iFLY Spark 4.0 Turbo. The model completely surpassed GPT-4Turbo in seven major abilities, including text generation, language understanding, and knowledge question and answer. The mathematical ability and coding ability surpassed GPT-4o, and the efficiency was relatively improved by 50%.

It is recommended to focus on:

Domestic computing power chains: Cambrian-U (688256.SH), Haiguang Information (688041.SH), Longxin Zhongke (688047.SH), Shengke Communics-U (), etc. 688702.SH

Data center hardware: Zhongji Xuchuang (300308.SZ), IFF (601138.SH), Xinyisheng (300502.SZ), Tianfu Communications (300394.SZ), Wall Nuclear Materials (002130.SZ), Invec (002837.SZ), Shanghai Electric Power Co., Ltd. (002463.SZ), Shenghong Technology (300476.SZ).

Risk warning: Technology development and implementation fall short of expectations; downstream terminal shipments fall short of expectations; downstream demand falls short of expectations; market competition increases risk; geopolitical risk.