机构：看好计算机行业投资机会

Core Viewpoint - The 2025 China Computer Conference (CNCC2025) is being held in Harbin, focusing on the theme "Digital Intelligence Empowering Infinite Possibilities," highlighting the significance of AI in driving growth in the cloud computing industry [1] Group 1: AI and Cloud Computing - AI is identified as the core engine driving growth in the cloud computing sector, with significant demand for computing power arising from large model training and inference [1] - Major global cloud vendors are increasing capital expenditures for high-performance infrastructure and enhancing AI development tools and platform services to accelerate large-scale implementation across various industries [1] - The investment opportunities in the computer industry are viewed positively due to the incremental space and profit prospects brought by AI [1] Group 2: Domestic Technology and Software Development - The current external environment is marked by disturbances, with increased policy risks and uncertainties, emphasizing the urgency for China's technological self-reliance [1] - The push for domestic production is expected to accelerate, presenting new development opportunities in sectors such as trusted computing and industrial software [1] - In the trusted computing field, companies with competitive advantages in basic hardware, basic software (databases, operating systems, middleware), and application software are recommended for attention [1] - In the industrial software sector, companies excelling in product design, production control, and management processes (including EDA, CAD, CAE, CAM, MES, CRM, ERP) are highlighted as having competitive advantages [1]