计算机行业跟踪报告：科技打头阵：细数计算机十大核心方向

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2] Core Viewpoints - The report emphasizes that technology innovation is essential for China's modernization, with a focus on achieving high-level technological self-reliance [5] - It highlights the rapid advancements in AI and computing power, particularly in companies like NVIDIA, which saw its stock price increase by 1180.84% from October 2022 to October 2024 [6] - The report identifies ten core directions in the computer industry, including domestic computing power, artificial intelligence, data elements, low-altitude aerospace, Huawei's ecosystem, security and controllability, industrial software, intelligent driving, and quantum information [8] Summary by Sections Financial Technology - The financial technology sector is experiencing significant growth, with a strong rebound in market indices and trading volumes following positive policy signals [9][10] - Key companies to watch include Dongfang Caifu, Tonghuashun, Hengsheng Electronics, and Zhinan Zhen [10] Domestic Computing Power - Domestic AI chip production is accelerating due to U.S. sanctions, with a projected compound annual growth rate of 52.3% for China's intelligent computing power, expected to reach 1271.4 EFLOPS by 2026 [12] - Companies to focus on include Haiguang Information, Cambrian, and Inspur [13] Artificial Intelligence - The AI sector is rapidly evolving, with domestic models catching up to international standards, and a focus on application-driven growth [15][16] - Recommended companies include Kingsoft Office, iFlytek, and SenseTime [16] Data Elements - Data is recognized as the fifth production factor, with recent policies aimed at promoting the development of the data industry and enhancing the value of enterprise data resources [17][18] - Companies to monitor include Yihualu, Taiji, and GuoDian Yuntong [19]