计算机行业政策点评：《人工智能扩散框架》发布，AI芯片国产化替代持续加速

Investment Rating - The report maintains an investment rating of "Leading the Market" for the computer industry, indicating an expected price increase exceeding the benchmark index by more than 10% [11]. Core Insights - The recent release of the "Artificial Intelligence Diffusion Framework" by the Biden administration introduces new export controls on advanced computing integrated circuits and closed AI models, effective immediately and formally implemented in 120 days [3][5]. - The new regulations categorize countries into three tiers based on their importance and risk level, affecting the export of AI chips and models, which is expected to create a new demand market for domestic AI chips in China [5][6]. - Domestic internet giants are accelerating the construction of AI data centers overseas, but the new regulations will limit their procurement of AI chips, particularly from NVIDIA, thereby boosting the domestic chip manufacturing process [6]. Summary by Sections Industry Performance - The computer industry has shown strong market performance over the past year, with significant developments in AI chip manufacturing and deployment [1]. Regulatory Impact - The new export controls are expected to accelerate the domestic replacement process of AI chips, with leading domestic manufacturers like Huawei, Haiguang Information, and Cambricon Technologies poised to benefit from the increased demand for local alternatives to NVIDIA's products [5][6]. Investment Recommendations - The report recommends investing in leading domestic AI chip manufacturers, particularly Haiguang Information, while also monitoring companies like Cambricon and Jingjia Micro for potential growth opportunities [6].