企业级应用：AI加速在企业端应用落地：计算机行业2026年度投资策略

Group 1 - The report emphasizes that the evolution of AI and large models is characterized by a dialectical tension between "consumption" and "prosperity," indicating that true applications will integrate deeply into industries and continuously feed back data to expand Total Addressable Market (TAM) [3][11][20] - The global AI infrastructure spending is projected to reach $3-4 trillion by 2030, with significant contributions from NVIDIA and a rising trend in domestic AI computing power in China, expected to grow to 1.336 trillion yuan by 2029 [4][11] - The quantum computing market is anticipated to reach $6.1 billion by 2025, with China holding a 32% market share, indicating a robust growth trajectory in both domestic and international sectors [5][11] Group 2 - The report identifies three key investment themes for 2026: enterprise applications, computing infrastructure, and frontier technologies driven by AI, including quantum computing, commercial aerospace, and the HarmonyOS ecosystem [11][12] - The enterprise application sector is highlighted as a significant area of growth, with AI applications in advertising, programming, decision-making, ERP, office automation, and customer service expected to accelerate [11][14] - The report outlines specific companies and sectors poised for investment, including AppLovin and The Trade Desk in advertising, GitHub and Replit in programming, and SAP and Oracle in ERP solutions [14][15][16]