计算机行业周报：跨境支付+AIGC+特种信息化，三大热点！

Investment Rating - The report maintains a "Positive" outlook on the computer industry, highlighting three major hotspots: cross-border payments, AIGC, and specialized information technology [1]. Core Insights - Cross-border payments are identified as a new growth point in the payment industry, with recent policies encouraging the construction of cross-border payment systems in response to potential sanctions from the US [1][8]. - AIGC is gaining momentum with OpenAI's continuous product releases, which are expected to significantly impact the AI industry by 2025 [3][58]. - The integration of AI and robotics is emerging as a key focus, with expectations of growth in specialized industries and applications [1][62]. Summary by Sections Cross-Border Payments - The report emphasizes the rapid growth and policy support for cross-border payment systems, particularly in light of potential sanctions against Chinese banks [8]. - Key players benefiting from this trend include Newland, Xinguodu, Lakala, and Sifang Jingchuang, which are actively involved in cross-border payment services and digital currency initiatives [2][36][38]. AIGC Developments - OpenAI has launched a series of products, including the full version of the o1 model and a new Pro membership, which enhances capabilities and speeds [42][46]. - The report anticipates that advancements in AI models will lead to increased application investments, particularly in sectors with high-quality, non-general industry data [58]. AI and Robotics - The report discusses the intersection of AI and robotics, highlighting the importance of specialized industry applications and the technological challenges faced by various sectors [62][73]. - Companies such as Nengke Technology, Zhongkong Technology, and Baoxin Software are noted for their contributions to the integration of AI in robotics [62][67].