行业动态跟踪：美国发布AI行动计划之时，更应重视自主可控投资机会

Investment Rating - The industry rating is "Outperform the Market" [13] Core Insights - The report emphasizes the significance of the U.S. AI Action Plan, which aims to accelerate AI innovation, build AI infrastructure, and enhance international AI diplomacy and security [3] - The report highlights the urgency for domestic and controllable investment opportunities in the semiconductor industry due to stricter export controls on semiconductor manufacturing equipment and components [3][5] - The forecast for global semiconductor manufacturing equipment sales is projected to reach $125.5 billion by 2025, with a year-on-year growth of 7.4% [4] Summary by Sections Event 1: U.S. AI Action Plan - The U.S. government released the AI Action Plan to foster AI development by easing regulations and expanding energy supply for data centers [2] - The plan has three pillars: accelerating AI innovation, building AI infrastructure, and leading in international AI diplomacy and security [3] Event 2: xAI's GPU Deployment - xAI, led by Elon Musk, plans to deploy the equivalent of 50 million H100 GPUs over the next five years, aiming for a total of 50 ExaFLOPS computing power for AI training by 2030 [4] Event 3: Semiconductor Equipment Sales Forecast - SEMI predicts that global semiconductor manufacturing equipment sales will reach $125.5 billion in 2025, driven by advancements in logic, memory, and technology migration [4] Investment Recommendations - The report suggests focusing on domestic semiconductor manufacturing leaders such as SMIC and Hua Hong Semiconductor, as well as semiconductor equipment and materials companies [5]