中信证券科技行业2026年投资策略展望：AI投资机会扩散 关注算力产业链和AI应用

Group 1 - The core viewpoint is that since 2025, both Chinese and American technology stocks have performed remarkably, with the computing power sector leading the market in growth [1] - The outlook for 2026 indicates that domestic computing power is on the rise, showing both performance elasticity and investment certainty, potentially replicating the long bull market seen in U.S. stocks since 2023 [1] - There are expected localized explosive opportunities in models and applications, particularly in AI-enabled internet technology giants and rapidly commercializing AI applications such as AI advertising, AI agents, AI video generation, and automated driving [1]