计算机行业周观察：海外应用厂商AI进展跟踪

招商证券股份有...2024-11-25

近期美股AI 行情阶段性地呈现出明显的“硬切软”特征，B 端AI 软件公司表现亮眼，我们看到AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放，继续重点推荐A 股AI 应用板块。近期美股AI 行情阶段性呈现出明显的“硬切软”特征。近日多家美国AI 厂商披露财报后大涨，股价表现亮眼：Palantir 14 个交易日大涨约55%，Applovin12 个交易日...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2486721050?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-25 13:02","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2486721050","market":"us","top_or_hot":-1,"title":"计算机行业周观察：海外应用厂商AI进展跟踪","media":"招商证券股份有...","content":"<div>\n<p>近期美股AI 行情阶段性地呈现出明显的“硬切软”特征，B 端AI 软件公司表现亮眼，我们看到AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放，继续重点推荐A 股AI 应用板块。近期美股AI 行情阶段性呈现出明显的“硬切软”特征。近日多家美国AI 厂商披露财报后大涨，股价表现亮眼：Palantir 14 个交易日大涨约55%，Applovin12 个交易日...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241125130246a253703d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>计算机行业周观察：海外应用厂商AI进展跟踪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n计算机行业周观察：海外应用厂商AI进展跟踪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 13:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241125130246a253703d&s=b><strong>招商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期美股AI 行情阶段性地呈现出明显的“硬切软”特征，B 端AI 软件公司表现亮眼，我们看到AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放，继续重点推荐A 股AI 应用板块。近期美股AI 行情阶段性呈现出明显的“硬切软”特征。近日多家美国AI 厂商披露财报后大涨，股价表现亮眼：Palantir 14 个交易日大涨约55%，Applovin12 个交易日...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241125130246a253703d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2357305700.SGD","symbol_name":"Allianz Global Artificial Intelligence ET H2-SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241125130246a253703d&s=b","article_id":"2486721050","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241125130246a253703d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2486721050","pubTimestamp":1732510963,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近期美股AI 行情阶段性呈现出明显的“硬切软”特征。从细分领域看，AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放：1）Palantir：AIP 平台加速美国商业客户拓展。公司Elasticsearch本季度客户超过1550 名，超过240 名大客户花费超过10 万美元，向量搜索功能取得重要进展，与生成式 AI 技术的结合更加紧密。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","SHOP":"Shopify Inc","BK4543":"AI","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4588":"碎股","BK4116":"互联网服务与基础架构","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","LU0109392836.USD":"富兰克林科技股A","BK4505":"高瓴资本持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4566":"资本集团","BK4023":"应用软件","LU1548497426.USD":"安联环球人工智能AT Acc","BK4554":"元宇宙及AR概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4532":"文艺复兴科技持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake","BK4585":"ETF&股票定投概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"translate_title":"Computer Industry Week Observation: Tracking of AI Progress by Overseas Application Manufacturers","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNOW":0.9,"SHOP":0.9,"PLTR":0.77},"content_text":"近期美股AI 行情阶段性地呈现出明显的“硬切软”特征，B 端AI 软件公司表现亮眼，我们看到AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放，继续重点推荐A 股AI 应用板块。近期美股AI 行情阶段性呈现出明显的“硬切软”特征。近日多家美国AI 厂商披露财报后大涨，股价表现亮眼：Palantir 14 个交易日大涨约55%，Applovin12 个交易日涨幅约95%，Shopify 9 个交易日大涨约20%，Snowflake 2 个交易日大涨约30%，Elastic 公布业绩后周五收盘大涨约15%（盘中一度大涨约25%）。与之对比，硬件算力龙头英伟达于11 月20 日公布财报后表现相对平稳，美股AI 行情表现出较为明显的“硬切软”阶段性特征。相比C端，此前关注度较低的B端AI 应用落地效果频繁超预期。其中：Palantir作为数据分析软件公司，助力政府及商业客户整合、分析数据以解决复杂问题；Applovin 主要为移动应用开发者提供营销与盈利平台，涵盖广告投放、应用内购买、数据分析等服务；Shopify 主要为商家提供一站式电子商务解决方案，包括搭建和定制在线商店、处理支付交易、管理订单与库存等；Snowflake 是一家数据云公司，其云计算平台可整合数据、驱动洞察、应用人工智能，提供数据仓库现代化、分析、数据交换等服务；Elastic 主要通过搜索 AI 技术帮助企业用户利用数据，提供实时搜索、可观测性等功能。从细分领域看，AI 率先在数据分析、广告营销、电子商务、流程管理等领域助力B 端应用厂商加速获客或业绩释放：1）Palantir：AIP 平台加速美国商业客户拓展。自 23Q2 人工智能平台AIP 发布以来，公司收入持续加速增长，管理层表示，AIP 推动了美国新客户的转化和现有客户的扩展，商业客户数量几乎翻了一番。2）Applovin: AXON2.0 大幅提升广告表现率。公司三季度包括AXON AI 广告引擎在内的软件平台收入达8.35 亿美元，同比增长66%，公司表示AXON2.0 广告引擎为广告合作伙伴提供了更精准的投放能力，提升了广告变现率。3）Shopify：持续迭代AI 工具提升商家开店效率。公司三季度所有关键财务指标均为正向增长，连续9 个季度营收增长超出分析师预期。Shopify 在其平台中集成了多种AI 功能，包括Magic、Sidekick、Shopify Flow、Shopify Inbox 等，旨在帮助商家更高效地运营和拓展业务。4）Snowflake：AI+数据处理需求旺盛，Cortex AI 显著提高AI 和ML 产品的采用率。公司表示Cortex AI 显著提高了AI 和ML 产品的采用率，目前有超过3200 个账户使用，已部署 1000+ AI 用例，支持从文本到图像、音频和视频的扩展应用。5）Elastic：AI+搜索拉动业绩全面超预期。公司Elasticsearch本季度客户超过1550 名，超过240 名大客户花费超过10 万美元，向量搜索功能取得重要进展，与生成式 AI 技术的结合更加紧密。s? 投资建议：AI 应用始终为AI 赛道中想象力最大的细分领域，相对其他赛道，A 股AI 应用仍处于相对低位，但Agent、AI+办公、多模态AI 等AI 技术进展及产品发布仍持续进行中，重视相关标的投资机会，建议关注金山办公、科大讯飞、万兴科技、福昕软件、佳发教育、彩讯股份、泛微网络、致远互联、用友网络、金蝶国际等标的。风险提示：技术发展不及预期；行业竞争加剧等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2486721050"}