20230419-天风证券-计算机_钉钉视角_AI加速多终端融合_协作场景或诞生超级APP_4页_474kb

The report examines the computer industry's growth, driven by AI integration in DingTalk, which enhances multi-terminal collaboration and potentially creates a super app. Key events include DingTalk's April 2023 demonstration of AI capabilities using Tongyi Qianwen, such as automated group chat summaries, AI assistants for tasks, and low-code app creation. This fusion boosts user experience and enterprise applications, with DingTalk aiming for widespread adoption and a robust ecosystem.

The analysis upholds a "Stronger than the Big Market" industry rating, recommending buying Kingsoft Office and Zhì Yuǎn Liánméi (Zhimili) stocks while monitoring Feiwennet. Risks include potential delays in AI application implementation, increased industry competition, and slower advancements in large language models.