计算机周观察20250420：关注不确定性中的确定性：AI产业加速及自主可控

Investment Rating - The report maintains a recommendation for the industry, suggesting to focus on related companies in the AI industry chain due to the irreversible acceleration of the AI industry and the increasing importance of self-control amid ongoing trade frictions [1][3]. Core Insights - The AI industry is experiencing an irreversible acceleration, driven by the introduction of the Model Context Protocol (MCP), which simplifies AI integration and promotes tool equity [1][9]. - The ongoing trade friction between the US and China is leading to a significant shift towards domestic computing power, making self-control increasingly important [1][43]. - The report highlights the performance of various AI models and applications, indicating a rapid evolution in AI capabilities and market adoption [1][22][29]. Summary by Sections Section 1: MCP Protocol and AI Acceleration - The MCP protocol, likened to a "USB-C interface" for AI applications, is facilitating standardized communication between AI models and external data sources, significantly lowering development barriers [9][14]. - Major domestic and international companies are adopting the MCP protocol, enhancing the deployment of AI applications and agents [9][19]. Section 2: Trade Friction and Self-Control - The US government's indefinite export licensing requirements for advanced chips are creating uncertainty in importing overseas technology, pushing domestic companies to focus on self-sufficiency [43][44]. - Companies like Cambricon and Haiguang are showing strong commercial performance, indicating a shift towards domestic computing solutions [44][46]. Section 3: Market Performance Review - The computer sector experienced a slight decline of 0.84% in the third week of April 2025, with notable stock performances from companies like Chuangshi Technology and Meideng Technology [48]. - The report provides earnings forecasts for key companies, indicating potential growth in EPS for firms like Kingsoft Office and Yonyou Network [49].