Investment Rating - The report maintains a positive outlook on the computer industry, recommending stocks such as Baidu, Huawei, and others, with an "Outperform" rating for the recommended targets [5][10][6]. Core Insights - Baidu and Huawei's open-source initiatives are expected to significantly promote the adoption of foundation models, lowering the barriers for R&D and application in AI technology [11][12]. - The State Administration for Market Regulation has approved 7 national standards aimed at standardizing AI and digital services, which will enhance competitiveness and market opportunities for companies in the computer industry [12][13]. - The China Internet Association has initiated standards for algorithm management, which will facilitate the governance of recommendation algorithms and promote compliance within internet platform enterprises [13]. Summary by Sections Open-Source Initiatives - On June 30, Baidu and Huawei announced the open-sourcing of various models, including Baidu's Wenxin 4.5 series and Huawei's Pangu models, which will lower the R&D and application thresholds for AI technologies [11][10]. National Standards - The report highlights the approval of 7 national standards by the State Administration for Market Regulation, which will support the digital economy and enhance the interconnectivity of the computer industry [12][10]. Algorithm Management Standards - The initiation of algorithm management standards by the China Internet Association is expected to advance platform algorithm governance, focusing on compliance and security measures [13][10].