计算机行业周报：“人工智能+”，两会首提，政策加速助推

Industry Investment Rating - The report maintains a "Recommend" rating for the computer industry [1] Core Views - New quality productivity and "AI+" are driving industry prosperity, with a focus on Q1 performance leaders [1] - The "AI+" concept was first included in the government work report, indicating strong policy support for AI infrastructure and applications [2] - AI industry segments are expected to receive government budget support, presenting investment opportunities [2] Industry Performance - The computer (CITIC) index fell by 1.07% during the period of March 3-9, underperforming the ChiNext Index by 0.15 percentage points and the Shanghai Composite Index by 1.70 percentage points [1][19] AI Industry Development - The "AI+" initiative was highlighted in the 2024 government work report, with a focus on deepening the application of big data and AI [10] - AI-related proposals and discussions at the Two Sessions emphasized the importance of AI governance, talent cultivation, and industry integration [12] - Local governments have actively deployed AI industry support policies, with cities like Shenzhen, Shanghai, and Beijing leading in AI applications [13][14] AI Model Advancements - Domestic and international AI models continue to upgrade, with OpenAI's GPT-4 Turbo and Sora models setting new benchmarks [16] - Chinese companies like Baidu, iFlytek, and MiniMax have released advanced models, aiming to compete with global leaders like GPT-4 [16][17] Investment Recommendations - Focus on companies in the computing power sector, such as Hygon Information, Inspur Information, and Unisplendour Corporation [18] - Key players in algorithms and applications include Kingsoft Office, iFlytek, Dahua Technology, and Yingshi Network [18] Market Trends - The computer (CITIC) index underperformed major indices, ranking 20th among all industries during the reporting period [19] - Notable stock performances included Rongke Technology, which rose by 40.23%, and Glodon Software, which fell by 10.09% [22] Industry News - Major AI-related news included proposals for national AI development plans and the establishment of the first logistics AI alliance [23][28] - Cloud computing and data elements also saw significant developments, with the launch of the first 400G inter-provincial backbone network [30][32]