【兴证计算机】大模型及应用加速升级，持续看好国产算力链

Group 1 - The core viewpoint emphasizes selecting leading companies in high-growth sectors, particularly in AI and fintech, and suggests continuing to invest in these areas [1] - The market's trading volume continues to increase, indicating a rising risk appetite, and it is recommended to focus on core leading companies in sectors experiencing upward trends [1] - Tencent's latest financial report shows accelerated commercialization of AI, with a 119% year-on-year increase in capital expenditure in Q2, suggesting ongoing investment opportunities in the AI industry [1] Group 2 - The fintech sector is experiencing an upward trend, and increasing trading volumes are expected to boost the downstream demand, enhancing the fundamentals of the sector [1] - Historical analysis indicates that fintech companies tend to perform strongly during market uptrends, suggesting a focus on aggressive leading companies in this sector [1]