【兴证计算机】从火山Force原动力大会看大厂AI生态

Core Viewpoint - The focus is on core leaders and marginal changes in the computer industry, emphasizing the importance of certainty in investment strategies as market risk appetite fluctuates towards the end of the half-year [2]. Group 1: Investment Strategy - The current position and holding levels in the computer sector are low, suggesting a strategy to invest in core leaders, particularly in AI and domestic sectors [2]. - It is recommended to increase positions in leading AI application segments, as the continuous iteration of large models and algorithmic equality accelerates AI application development [2]. Group 2: Industry Developments - The release of the Doubao 1.6 and the video generation model Seedance1.0 pro at the Volcano Engine Force conference is expected to accelerate the development of multimodal applications [2]. - There is potential for further liquidity easing in the context of global economic changes and the high-quality development of domestic financial markets, alongside opportunities for mergers, restructuring, and innovative businesses [2].