计算机行业快评报告：深入实施“人工智能+”行动，大力推进人工智能规模化商业化应用

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [4][10]. Core Insights - The "Artificial Intelligence+" initiative in China has progressed from "launching" to "sustained promotion" and now to "in-depth implementation," marking the transition of the AI industry into a phase of large-scale commercialization [2]. - The government emphasizes the need for continuous support from state-owned enterprises and government departments to lead the implementation of the "Artificial Intelligence+" initiative, focusing on application scenarios and technological breakthroughs [3]. - The report highlights the importance of optimizing the AI innovation ecosystem, enhancing supply in computing power, algorithms, and data, and increasing policy support to maintain China's leading position in AI [7]. - The governance of AI is underscored as a critical area, with a focus on establishing a dynamic and collaborative governance framework to ensure the safe and regulated development of the AI industry [8]. Summary by Sections Government Initiatives - The Chinese government has committed to integrating digital technology with manufacturing and market advantages, supporting the widespread application of large models and the development of new intelligent terminals and manufacturing equipment [2]. - The role of central enterprises in the "AI+" initiative is emphasized, with a focus on application landing, infrastructure construction, and key technology development [3]. Industry Development - The report notes that leading domestic AI models like DeepSeek and Alibaba's Tongyi Qianwen are reshaping the global AI model ecosystem, reducing costs associated with training and using AI models [2]. - The demand for computing power is expected to surge due to the commercialization of AI applications, creating a positive cycle between AI infrastructure development and product application [2]. Investment Recommendations - The report suggests focusing on companies that are leading in the commercialization of AI products, particularly in AI terminals and potential breakthrough applications [9]. - It also recommends monitoring the demand for AI computing power and related infrastructure, including intelligent computing centers and advanced server technologies [9].