Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook on domestic AI hardware and software ecosystems, indicating potential investment opportunities in related sectors [3]. Core Insights - The domestic AI hardware and software ecosystem is continuously improving, with significant developments in computing power and large model capabilities [3]. - The report highlights the ongoing expansion of domestic computing power ecosystems, with companies like Moer Thread and Muxi Co. initiating IPO processes to fund AI-related projects [3]. - Major advancements in large model capabilities are noted, particularly with Alibaba's Qwen VLo and Tencent's Hunyuan-A13B, which are expected to enhance AI applications [3]. - The report emphasizes the potential for accelerated domestic chip localization and the growth of related industries, recommending attention to domestic wafer fabs, advanced packaging, semiconductor equipment, and computing servers [3]. Weekly Market Review - The TMT sector experienced varied performance, with media leading at 2.70% increase, while electronics and computing sectors lagged behind the Shanghai Composite Index [3]. - Notable sub-sectors with significant gains include gaming (8.36%) and printed circuit boards (8.31%), while other communication equipment and digital chip design faced declines [3]. Industry News and Key Company Announcements - Key events include the upcoming release of new foldable smartphones by Samsung and the pre-sale of AI glasses by Meta and Oakley [15]. - The report mentions various AI model developments, including Google's Gemini video generation model and Baidu's MuseSteamer for video generation [17][19]. - The report also notes significant investments in AI infrastructure, such as Alibaba Cloud's expansion of data centers in Malaysia and the Philippines [24].
TMT行业周报(7月第1周):国内AI软硬件生态持续完善-20250707
Century Securities·2025-07-07 01:41