[Application Closed Loop Dispels the Gloom!] AI Commercialization at Home and Abroad in Full Swing: # AWS Business & Tencent WorkBuddy Product Data Continue to Beat Expectations, Highlighting Related Investment Opportunities 0730:

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[The Volume Growth of AI Applications Can Dispel the Current CSP Gloom]: The current pessimism in AI hardware comes from doubts about foreign tech giants' capital expenditure, but we reiterate: the AI application ecosystem has begun to see obvious volume growth. # Amazon's cloud business growth greatly exceeded expectations, +15% before market; domestic tech giants' AI products' monthly high-frequency data exceeded expectations. These are important changes from the demand side of AI applications; # as long as demand rises, the industry can close the loop! [Tencent WorkBuddy Product Related Data]: Since WorkBuddy fully integrated Hunyuan Hy3, its office task resolution rate has increased from 72% to 90%, and the average time per task has shortened by 34%; after the new version was launched, computing resources were once at full capacity. According to Analysys data, the current product's cross-platform de-duplicated MAU has exceeded 20 million. With 20M+ MAU, WorkBuddy # ranks first among domestic PC-side AI-native Agents. It is currently offering a limited-time free trial of hy3.0 for two weeks, with a queue rate exceeding 50% on the third day after launch. ...