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CICC research report indicates that since the beginning of this year, the overseas application of AI has been accelerating. From the demand side, token consumption maintains high-speed growth, large model calls and revenue levels are increasing rapidly; from the supply side, on the one hand, general applications such as AI search, AI coding, and agents based on LLM models have exploded, while on the other hand, multimodal model capabilities continue to iterate, with image generation, video generation applications having explosive potential. In addition, marketing, customer service, recruitment, education, medical, legal and other vertical applications are emerging endlessly. It is recommended to continue to be optimistic about the supply chain opportunities benefiting from overseas computing power demand, and to pay attention to domestic cloud and Internet companies with AI infrastructure, model capabilities, and application scenarios, as well as investment opportunities brought by applications such as Coding, Agent, image/video generation being implemented.
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