行业周报：持续布局AI核心产业方向-20250511

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous layout in the core AI industry direction, highlighting that several US-listed AI application companies have exceeded earnings expectations, validating the ongoing trends in the AI industry [5][12] - The rapid iteration of large models and the accelerated penetration of AI application scenarios are noted, with significant advancements from companies like Google, Alibaba, and Tencent in AI capabilities [6][13] Summary by Sections Weekly Perspective - The Shanghai Composite Index rose by 2.00% and the computer index increased by 1.92% during the week of May 6-9, 2025 [4][11] Company Dynamics - Xinyada announced a plan for shareholders to reduce their stakes through centralized bidding [15] - Shengshi Technology was announced as the first candidate for a major contract related to the Guangzhou Baiyun International Airport expansion project, with a bid of 187 million yuan [21] - Zhejiang University Net New announced participation in an investment fund focused on AI and robotics, committing 33% of the fund's target size [22] Industry News - Apple is collaborating with Anthropic to develop an AI platform for software coding [23][28] - The launch of Hongmeng computers was officially announced, integrating AI capabilities with the operating system [23]