【兴证计算机】稳定币产业跟踪：迎政策拐点，关注三大受益环节

Group 1 - The core viewpoint emphasizes increasing allocation in the AI sector, particularly focusing on core leading companies as the overall valuation levels have significantly declined after previous adjustments [2][6] - June is identified as a month with a high success rate for the computer sector, suggesting a favorable time for investment [2] - Recent policies are actively promoting areas such as data elements and connected vehicles, which are expected to benefit the AI industry [2] Group 2 - The global AI technology conference held on June 7-8 showcased advancements in autonomous driving systems by Baidu and the latest model by Alibaba Cloud, indicating rapid deployment of AI across various scenarios [2] - The overseas AI industry is experiencing high prosperity, with core company stock prices resonating with the industry, suggesting a potential acceleration in the domestic AI sector [2] - The recommendation is to increase investment in AI computing power and application leaders during this bottom phase [2]