【兴证计算机】AI跟踪：从WAIC2025看国内AI生态加速繁荣

Group 1 - The core viewpoint emphasizes continued strong recommendations for AI and domestic production, highlighting that the current computer holdings are at a low level with a stable upward performance trend and ongoing industrial catalysts [1] - AI+ is becoming the central theme in the market, supported by policy initiatives such as the State Council's approval of the "Artificial Intelligence +" action plan, which aims to promote large-scale commercial applications of AI [1] - The report indicates that the domestic AI ecosystem is accelerating towards prosperity, as evidenced by positive financial guidance from overseas AI giants and the WAIC2025 event [1] Group 2 - There is an increasing emphasis on the importance of domestic production, particularly in AI chips and foundational software and hardware, which is seen as an irreversible industrial trend [1] - The report anticipates that the upcoming mid-year financial disclosures in August will mark a turning point for performance expectations in domestic production, suggesting a focus on core segments [1]