AI 产业跟踪：Anthropic 封禁中资企业使用，国产大模型或迎新机遇

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - On September 5, Anthropic announced a sales restriction policy, halting AI service provision to groups with over 50% Chinese capital ownership, which may accelerate the domestic development of large models in China [2][4] - The ban from Anthropic is part of a broader trend where overseas large model providers restrict access to Chinese enterprises, potentially pushing these companies towards domestic alternatives [9] - The performance of domestic large models is improving, with examples like Alibaba's Qwen-3-Max-Preview achieving world-leading capabilities in key areas such as knowledge reasoning and programming [9] Summary by Sections Event Description - Anthropic's announcement on September 5 restricts AI services to companies controlled by Chinese entities, impacting both domestic and overseas subsidiaries [4] Event Commentary - The ban may lead to increased reliance on domestic large models as Chinese enterprises seek alternatives to Anthropic's technology, which has been widely used for secondary development [9] - The ongoing improvement in domestic large model performance positions them as viable alternatives to foreign models, with significant advancements noted in Alibaba's offerings [9] Investment Opportunities - The report suggests focusing on the domestic large model supply chain, companies with data advantages in specific verticals, and the domestic computing power supply chain as potential investment opportunities [9]