计算机行业周报：稳定币概念表现亮眼，关注AI赋能制造业-20250608

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Insights - The computer index (Shenwan) increased by 2.79% during the week of June 2 to June 6, 2025, outperforming the Shanghai Composite Index, which rose by 1.13%, and the Shenzhen Component Index, which rose by 1.42% [11][12]. - The Wind Stablecoin Index saw a significant increase of 7.72% following a previous rise of 22.24%, indicating strong market interest in stablecoins [21]. - The implementation of the Stablecoin Regulation in Hong Kong on August 1, 2025, is expected to provide a regulatory framework that will benefit related financial technology companies [21]. - The Ministry of Industry and Information Technology is promoting the application of AI in manufacturing, suggesting a focus on AI companies that serve the manufacturing sector [22]. Summary by Sections Market Review - The computer index rose by 2.79% during the week, ranking fifth in terms of growth among various indices [11]. - The sub-sectors within the computer industry, including computer equipment, IT services II, and software development, all showed positive growth [12]. Major Events - Four-dimensional Tushin signed a strategic cooperation framework agreement with Alibaba Cloud to explore collaboration in various fields, including AI applications and smart transportation [2]. - Shiji (US) Inc., a subsidiary of Shiji Information, signed a significant contract with Marriott for cloud services, positioning itself as a preferred provider in the hotel information management system sector [3][20]. Investment Perspective - The report emphasizes the potential growth of companies involved in stablecoins and AI applications in manufacturing, highlighting the importance of these sectors for future investment opportunities [21][22].