机构：国产AI算力规模及应用有望加速提升与渗透

Core Viewpoint - The Ministry of Industry and Information Technology is soliciting opinions on the "Guidelines for the Construction of Computing Power Standard System (2025 Edition)", aiming to revise and establish over 50 standards by 2027 to promote the development of the computing power standard system [1] Group 1: Industry Outlook - The demand for computing power driven by AI applications is expected to continue its high growth, with a significant commercialization moment for AI applications both domestically and internationally [1] - The domestic computing power capacity bottleneck is anticipated to be broken, with a forecast of substantial production of domestic chips by 2026 [1] - The acceleration of commercialization by overseas AI giants like OpenAI is expected to maintain high demand for computing hardware [1] Group 2: Investment Recommendations - Current market conditions suggest a focus on the domestic computing power industry chain, with notable growth from Alibaba Cloud and Huawei's new products [1] - The successful IPO of Moore Threads is expected to enhance the scale and penetration of domestic AI computing power, with advancements in manufacturing processes and chip architecture likely to boost overall domestic computing power levels [1] - The global AI sector is projected to maintain high activity levels through 2025, with significant investments from leading companies like Oracle and Google, and an increase in the shipment ratio of ASICs [2]