【兴证计算机】全联接大会在即，关注华为产业链机遇

Group 1 - The core viewpoint emphasizes increasing positions in leading technology stocks and focusing on the domestic computing power chain [1] - The upcoming half-year performance disclosures are expected to highlight the advantages of leading companies in the sector, benefiting from the domestic technology industry's growth [1] - The report anticipates that September will bring significant events, with a focus on technological self-reliance and the rise of innovation, particularly in the computing sector [1] Group 2 - Deepseek has released version V3.1, which is designed for the next generation of domestic chips, enhancing the domestic chip ecosystem [1] - Recent advancements in the performance and development ecosystem of new domestic AI chips indicate significant growth potential for leading companies in this space [1] - The report recommends focusing on the domestic computing power industry chain for investment opportunities [1]