计算机行业专题：经济工作会议聚焦人工智能+，地方发力产业建设

Investment Rating - The report maintains a positive outlook on the computer industry, emphasizing the potential for growth driven by advancements in artificial intelligence and computing power [23][59]. Core Insights - The 2024 Central Economic Work Conference highlights a shift towards "Artificial Intelligence+" as a key focus area, with an emphasis on large-scale application demonstrations of new technologies and products [7][13]. - There is a significant increase in provincial-level policies aimed at enhancing computing power infrastructure, with many regions setting ambitious targets for computing capacity and intelligent computing ratios [18][22]. - The report indicates a strong trend towards domestic production and innovation, particularly in AI and computing technologies, as evidenced by the increasing number of provincial action plans and pilot projects [12][26]. Summary by Sections Central Economic Work Conference - The conference emphasizes strengthening foundational research and key technologies, with a focus on major technological projects and the removal of previous supply chain concerns [12][25]. - The report notes a shift in priorities, with consumption and investment taking precedence over technological innovation in the economic agenda for 2024 [31]. Local Computing Power Policies - Various provinces have released detailed plans to enhance their computing power, with specific targets such as reaching 10 EFLOPS in Hunan by 2025 and 14.6 EFLOPS in Anhui [19][22]. - The report highlights the importance of intelligent computing, with provinces like Henan leading in intelligent computing ratios, followed by economically developed regions [22][18]. Local AI Action Plans - Numerous provinces have introduced action plans for AI development, aiming to foster a robust AI industry with significant economic contributions, such as Hunan's goal to exceed 100 billion yuan in AI industry scale by 2026 [45][51]. - The report identifies pilot cities for data annotation, which are expected to drive regional AI ecosystem development [51][52]. Investment and Innovation - The report underscores the importance of enhancing investment efficiency and supporting innovative enterprises through multi-layered financial services and patient capital [8][33]. - It notes that the government is likely to increase support for early-stage technology companies, which will benefit from favorable policies and funding [8][33].