AI stocks should remain relatively stable next week in terms of logic. OpenAI released GPT5.2 ahead of schedule to counter Gemini3's competition. While we can't expect major improvements, at least it shows a proactive attitude in getting things done. Deepseek also launched 3.2 this week. Compared to its explosive debut earlier this year, this release is more about steady performance and supporting the long-term development of domestic chips. It won't cause any disruptive changes to the AI stock landscape in the U.S. market. The truly innovative player here is Doubao, which is pushing large models from the application layer to the system layer. Essentially, it's about "AI operating system (OS)-ization," which represents a paradigm shift rather than just version updates. However, it requires extremely high phone permissions—Android devices would essentially need to be fully rooted, and Apple definitely won't allow it. While it's bold and could genuinely change the world, the practical obstacles are enormous. Doubao needs to establish its own hardware layer first to make it happen. Doubao's real competitors aren't Deepseek but Apple and Google.