通信行业点评报告：政策奖励游戏企业应用AI，或提升AIDC算力需求

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report highlights the acceleration of AI technology integration in the gaming and esports sectors, driven by supportive policies from the Beijing government, which aims to enhance the quality and efficiency of game development and innovation [4] - The demand for AI computing power is expected to grow due to the practical applications of AIGC technology in various industries, including education and gaming, as well as the increasing need for low-latency applications like online gaming and video calls [5] - The report expresses strong confidence in the domestic AIDC computing power industry chain, recommending specific companies across various segments such as AIDC data centers, cloud computing, IT infrastructure, networking, and AI applications [6] Summary by Sections AIDC Industry Overview - The report emphasizes the construction of AIDC data centers and the associated infrastructure, recommending companies like Yingweike and New Idea Network Group as key players [6] - It identifies beneficiaries in cloud computing, including major telecom operators and technology firms [6] AI Applications - The report notes the potential for AI applications in gaming and esports, driven by government incentives and technological advancements [4][5] - It highlights the expected increase in demand for AI computing resources in first-tier cities due to the rise of low-latency applications [5] Recommended Companies - Specific companies are recommended across various sectors, including AIDC data centers, cloud computing, IT infrastructure, and networking, indicating a broad investment opportunity within the industry [6]