According to a research report issued by CITIC Securities, since October, companies like OpenAI, Xai, and Google have been progressively enhancing the capabilities of their large-scale AI models. This development has not only spurred industrial innovation but also continuously benefited the deployment of AI applications, potentially marking a pivotal turning point for the growth of domestic AI applications.

Simultaneously, the confluence of external environmental shifts and supportive domestic policies is anticipated to bolster the localization of AI applications in the foreseeable future. Overseas markets currently hold a technological edge, along with more favorable payment infrastructures, business models, and broader market potential compared to the domestic landscape. Nevertheless, domestic firms are poised to capitalize on global AI application expansion opportunities by capitalizing on their strengths in product and engineering excellence, as well as their rapid innovation and iteration capabilities.