持续轮动补涨，OpenAI发力“AI代理”助攻，AI应用端再度走强

格隆汇11-15

11月15日，AI应用端概念继续逆势活跃，截止发稿，相关板块，Kimi、ChatGPT、AIGC、传媒、游戏等概念涨幅居前。个股方面，福石控股20CM涨停，易点天下涨超13%，中科金财5天4板，天娱数科、龙版传媒、返利科技、三六零、金财互联等多股涨停，科大讯飞、昆仑万维等跟涨。消息面上，OpenAI准备发布一款能够独立执行任务的AI智能体（AI agent），项目代号为 “操作员”（...

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Agent应用程序，通过处理复杂的多模态数据，正在帮助用户解决复杂的推理任务，并在工作场景中提高工作效率。同时，国内AI应用的增长势头强劲，众多企业纷纷推出面向特定行业的AI解决方案，预计这将为用户在特定领域的效率提升带来新的商业机遇。在国际市场上，AI应用的业绩表现同样强劲，特别是在广告业务中。AppLovin的AI驱动广告引擎Axon2.0显著提升了广告匹配效率，公司2024年第三季度的营收和净利润均超出市场预期，公司目标是实现年增长率达到30%。Meta的CEO扎克伯格也强调了AI在其广告业务中的关键作用，公司第三季度的广告收入超出了分析师的预期。Innodata Inc凭借其AI数据处理能力，在2024年第三季度的财务表现远超预期。微软的Azure云服务收入同比增长33%，其中人工智能技术贡献了超过10%的增长。德邦证券分析认为，国内AI应用在2024年第三季度的业绩出现了积极转变，新产品的推出有望进一步提升业绩。金山办公、科大讯飞等9家A股上市公司的AI应用业务在第三季度的营收同比增长了11%，净利润虽然有所下降，但环比增长速度大幅提升，显示出业绩的积极迹象。附概念股：南兴股份：公司子公司唯一网络基于AI大模型技术，与微软展开联合创新，为行业客户提供酷特智能：携手华为云共创AI智能体。鼎捷数智：与微软在中国台湾地区发布结合微软0penA1的个人智能助理“娜娜帮我”。新开普：公司完美校园APP目前研发的数字人“小美同学”，为用户提供实时的可视化交互，提供7*24小时智能问答服务。焦点科技：公司产品AI麦可，能够自动将买家询盘翻译成中文，并生成初稿，同时能AI接待客户消息。立方数科：立方数科与智能体Agent(如0penA1的推理大模型)的关系是代理商。赛意信息 ：深度绑定华为，AI Agent赋能业务流程智能化升级。昆仑万维：公司在AIGC方向的布局有支持AI生成文本的天工妙笔，AI生成代码的天工智码，AI生成图像的天工巧绘，AI生成音乐的天工乐府。您可在微信小程序中体验天工巧绘AI作图工具。三六零：在ToC端，公司借鉴New 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