计算机行业：“人工智能+”发力，科技创新引领新质生产力

Investment Rating - The report maintains a "Recommended" rating for the computer industry, indicating an expected performance exceeding the benchmark index by over 10% in the next 6 to 12 months [3]. Core Insights - The Central Economic Work Conference highlighted the importance of "Artificial Intelligence+" as a key driver for technological innovation and productivity enhancement, aiming to reshape various traditional sectors such as manufacturing, healthcare, finance, education, and office work [3]. - The report emphasizes that the integration of AI into various industries is expected to accelerate, driven by policy support, cost reductions, and technological advancements, leading to a marginal improvement in the computer industry [3]. - The rapid evolution of AI agents is seen as a significant technological driver, enabling better interaction between natural language and hardware, thus addressing previous challenges in end-side AI applications [3]. Summary by Sections Economic Context - The Central Economic Work Conference took place on December 11-12, 2024, focusing on the current economic situation and planning for 2025, with a strong emphasis on technological innovation [3]. AI Integration - The report notes that AI is anticipated to deeply integrate with various industries, enhancing efficiency and driving industrial upgrades, thus becoming a crucial element in fostering new productivity [3]. Investment Recommendations - The report suggests focusing on AI application software companies with vertical advantages in specific sectors, including: 1. AI + Manufacturing: Zhongkong Technology, Dingjie Smart, Nengke Technology 2. AI + Healthcare: Jiahe Meikang, Weining Health 3. AI + Finance: Tonghuashun, Wealth Trend 4. AI + Office: Kingsoft Office, Caixun Co. 5. AI + Education: Keda Xunfei 6. AI + Government: Tuolisi 7. AI + Mobile: Zhongke Chuangda [3].