【兴证计算机】算力跟踪：产业景气与政策红利持续共振

Group 1 - The core viewpoint emphasizes the focus on alpha investment opportunities, suggesting to strategically invest in core leading companies while capturing alpha opportunities driven by policy, industry, or individual stock fundamentals [2][4] - The domestic computing power industry is expected to maintain high prosperity, benefiting from both policy and industrial transformation, with the Ministry of Industry and Information Technology issuing new requirements for computing power interconnectivity and standardization [2][4] - The merger of domestic companies Haiguang and Shuguang is anticipated to create a competitive effect, accelerating the concentration of market share towards leading companies in the domestic computing power sector [2][3] Group 2 - There is a heightened sensitivity in the market towards marginal changes in the technology industry, particularly in areas such as autonomous vehicles and stablecoins [3] - Key focus areas include monitoring Tesla's developments in autonomous vehicles and the implementation of logistics vehicles domestically, as well as the significance of Hong Kong's stablecoin regulatory draft as a milestone for the domestic virtual currency industry [3]