2025年第32周计算机行业周报：无惧波动，持续看好AI应用货币化加速趋势-20250812

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [8]. Core Insights - The report emphasizes the ongoing trend of accelerated monetization of AI applications, despite short-term market fluctuations. The recent release of OpenAI's GPT-5 is expected to enhance commercial viability and drive growth in related sectors [7][50][54]. Summary by Sections Market Performance - Last week, the computer sector experienced a slight decline of 0.41%, ranking 31st among major industries, with a trading volume accounting for 9.22% of the total market [2][5][16]. Key Developments - The Ministry of Industry and Information Technology, along with six other departments, issued guidelines to promote innovation in the brain-computer interface industry, setting clear development goals for 2027 and 2030 [22][23]. - China successfully launched a group of low-orbit satellites for satellite internet, marking a significant step in the country's satellite industry [28][32]. - The 2025 World Robot Conference opened in Beijing, focusing on advancements in robotics technology and applications [39][44]. Investment Recommendations - The report suggests focusing on: 1. AI infrastructure 2. Overseas applications in video, coding, and integrated solutions in AI+ fields 3. Vertical integration companies in closed-loop scenarios such as education, taxation, and healthcare [7][50][54]. AI Application Insights - The release of GPT-5 is noted for its improved performance and cost efficiency, which may accelerate the commercialization of AI applications. The annual recurring revenue (ARR) for OpenAI is projected to reach $200 billion by the end of the year, reflecting a significant growth trajectory [59][60].