信息技术行业动态点评：AI国产链重要性提升

Investment Rating - The report maintains an "Outperform" rating for the industry [5] Core Insights - The importance of the domestic AI supply chain has increased following OpenAI's announcement to terminate API services to China, prompting several domestic large model vendors to offer migration services [3] - Companies like Zhipu AI and Baidu Smart Cloud are providing extensive support and free tokens to facilitate the transition for users migrating from OpenAI to domestic models [3] - This shift is expected to enhance the technical capabilities and product performance of domestic large models, thereby improving China's AI autonomy and security [3] Summary by Sections Industry Dynamics - Multiple domestic large model vendors are now offering migration services in response to OpenAI's API service termination for China [3] - Zhipu AI is providing a comprehensive migration plan, including 150 million tokens and training for developers transitioning from OpenAI [3] - Baidu Smart Cloud has launched a zero-cost plan for new enterprise users, offering free access to its flagship models and additional tokens for OpenAI users [3] - Alibaba Cloud is also stepping in with competitive alternatives and migration support for OpenAI API users [3] Recommendations - The report suggests monitoring large model vendors such as iFlytek, Kunlun Wanwei, and 360, as well as domestic computing and server manufacturers like Jingjiawei, Cambrian, and Shenzhou Digital [3]