计算机行业周报：重视稳定币和AI两大产业趋势-20250629

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the importance of stablecoins and AI as two major industry trends, with global regulatory policies accelerating the development of stablecoins [5][12] - The ongoing competition in large model development is expected to accelerate the prosperity of AI applications, with significant advancements from major companies like Tencent and Alibaba [6][13] Summary by Sections Market Review - During the week of June 23-27, 2025, the CSI 300 index rose by 1.95%, while the computer index increased by 8.09% [4][11] Weekly Viewpoint - The report highlights the rapid introduction of stablecoin policies globally, including initiatives from South Korea, Hong Kong, and the EU, which are expected to foster a healthy development of the stablecoin industry [5][12] - The competition among major companies in AI model development is intensifying, with new models being released that enhance performance and efficiency [6][13] Investment Recommendations - For stablecoins and RWA, recommended companies include Langxin Group and Zhuoyi Information, with beneficiaries such as Anheng Information and Sifang Chuangxin [14] - For AI applications, recommended companies include Kingsoft Office and Keda Xunfei, with beneficiaries like Meitu and Hanbang High-Tech [14] - In the computing power sector, recommended companies include Zhongke Shuguang and Chunzhi Technology, with beneficiaries such as Cambrian and Unisplendour [14] Company Dynamics - Information Development announced a plan for its chairman to increase shareholding, with a minimum investment of 10 million RMB over the next six months [15] - Jinli Technology plans to establish a fund in partnership with professional investment institutions, with a total investment of 100 million RMB [21] Industry News - Huoshan Engine launched the enterprise AI platform HiAgent 2.0, enhancing capabilities for intelligent agent development and management [22] - Tesla has begun trial operations of its Robotaxi service in Austin, Texas, marking a significant step towards paid operations [26]