中信证券：强烈看好“十五五”规划下计算机行业发展机遇

Core Viewpoint - The "14th Five-Year Plan" emphasizes original technological innovation, self-reliance in technology, and the integration of technology with industry, setting higher demands for technological development [1] Group 1: Industry Outlook - Artificial intelligence is identified as the core driving force for the development of the computer industry during the "14th Five-Year Plan," with expectations for diverse applications and a simultaneous surge in computing power demand [1] - From a structural perspective, domestic software and hardware, as well as satellite internet, are expected to become significant areas of focus, while quantum technology and fiscal informationization are anticipated to experience sustained growth [1] - The computer industry is viewed positively under the "14th Five-Year Plan," maintaining an "outperform the market" rating [1]