中国银河：每日晨报-20250225

Group 1: Computer Industry - The report emphasizes the transformative impact of DeepSeek on the computer industry, shifting focus from "computing power accumulation" to a collaborative development of "algorithms + data + computing power" [2][3] - The rise of DeepSeek is expected to lead to a systematic revaluation of the computer industry's value framework, with a significant increase in demand for inference computing power [2][3] - The report identifies three key trends: a shift from "training-centric" to "inference-centric" computing, a migration of industry focus from "infrastructure investment" to "application explosion," and the emergence of new players in the AI landscape [2][3] Group 2: AI Glasses Industry - The AI glasses market is anticipated to experience rapid growth, with an expected shipment of 3.5 million units in 2025, representing a 130% year-on-year increase [9] - The integration of AR and AI in glasses is seen as an inevitable trend, with the potential to redefine human-computer interaction and enhance cognitive efficiency [9] - The report highlights the importance of industry standardization and the role of various manufacturers in accelerating the industrialization of AI glasses [8][9] Group 3: Military Industry - The report discusses the significant opportunities presented by AI in military applications, including enhancing operational efficiency and enabling intelligent decision-making [13][14] - It notes that AI's integration into military systems is expected to evolve from a supportive role to a strategic asset, redefining warfare [13][14] - The military AI market is projected to grow rapidly, with a forecasted CAGR of 33.3% from 2023 to 2028, indicating substantial benefits for related enterprises [15] Group 4: Real Estate Industry - The report indicates a gradual recovery in the real estate market, with a projected 12.9% decline in sales area for 2024, but with a narrowing of the sales decline over time [19][20] - It highlights the positive impact of government policies aimed at stabilizing the real estate market, including measures to support financing and demand [20] - The report also notes that the inventory clearance cycle is slightly decreasing, suggesting a potential stabilization in the market [19][20]