银河证券：仍聚焦人工智能主赛道，重点把握三条主线

Core Viewpoint - The report from Galaxy Securities emphasizes the importance of focusing on the main track of artificial intelligence, highlighting three key investment lines [1] Group 1: Investment Lines - Line 1: Core targets in the "hardcore foundation" category include domestic computing power infrastructure, high-end chips, and foundational large models that are self-controllable [1] - Line 2: Leading companies in overseas markets, particularly those involved in the construction of overseas computing power infrastructure and subscription models for AI Agents, are expected to unlock incremental revenue opportunities [1] - Line 3: Companies with strong monetization capabilities in AI applications, particularly in high-paying scenarios such as AI in office settings, finance, and intelligent connected vehicles, as well as leading firms in AI healthcare, should be closely monitored [1]