国泰海通｜AI开花，科技自立·计算机20讲深度研究系列电话会

Core Viewpoint - The article outlines a series of research topics and events scheduled from August 11 to September 2, focusing on various aspects of technology, particularly AI and its impact on different industries, including finance and software [5]. Group 1: AI and Technology Trends - The research series includes discussions on how AI is reshaping enterprise service software and upgrading business models [5]. - There is a focus on the demand for AI computing power in China, indicating a growing market for AI technologies [5]. - The article highlights the historical development and future prospects of computing, emphasizing the importance of technological evolution [5]. Group 2: Industry Opportunities - The article discusses the significant development opportunities in cross-border payments, suggesting a transformative phase for the industry [5]. - It mentions the rise of domestic AI computing leaders, such as Haiguang Information, indicating potential investment opportunities in the sector [5]. - The research series also covers the investment opportunities arising from the digital transformation of enterprises, driven by AI applications [5]. Group 3: Global Perspectives - The article includes insights into the technology policies of the United States towards China, which could impact the tech landscape [5]. - It discusses the global competition among major tech companies in the AI healthcare sector, highlighting potential investment avenues [5]. - The series also addresses the current state and future of quantum technology, indicating its relevance in the broader tech ecosystem [5].