2026年第9周计算机行业周报：国产模型调用量超美国，看好应用与基础资源

Investment Rating - The investment rating for the software and services industry is "Positive" and maintained [7] Core Insights - The computer sector rebounded after a pullback, with an overall increase of 1.34%, ranking 20th among primary industries in the Yangtze River region, and accounting for 7.62% of total trading volume [2][4] - The OpenRouter platform's model invocation volume has surpassed that of the United States, indicating a significant growth in domestic AI model usage [6][44] - The report highlights the commercialization explosion of large models in 2026, with a shift from selling computing power to selling tokens, and emphasizes the emergence of the Agent era in AI [6][53] Summary by Sections Market Performance - The overall market experienced a rise of 1.98%, with the Shanghai Composite Index closing at 4162.88 points [4][15] - The computer sector's trading volume was notably active, particularly in computing power-related themes [2][17] Key Recommendations - Focus on application and foundational resources, particularly in the context of the explosive growth of domestic AI model invocation [6][44] - The report suggests monitoring three main lines: new entry points and the commercialization of large models, domestic chips (CPU+GPU) and third-party cloud services, and the restructuring of software through Agents [6][53] Industry Developments - Hong Kong's government plans to submit a digital asset policy bill within the year, which is expected to enhance the liquidity of the digital asset market [21][24] - The launch of the humanoid robot and embodied intelligence standard system marks a new phase of standardized development in the industry [35][39]