【兴证计算机】工业软件：AI+国产化，重视赛道龙头

Group 1 - The core viewpoint emphasizes the exploration of alpha opportunities in sectors, with a strengthening trend in domestic industrialization [1] - The report suggests focusing on high-quality stocks with marginal changes at the bottom, especially around the third-quarter reports, as the computer sector has shown relatively low gains [1] - The domestic IT industry is expected to have significant growth potential due to external pressures accelerating the growth of domestic IT manufacturers [1] Group 2 - The report highlights the importance of the industrial software sector, particularly the integration of AI and domestic innovation, urging attention to leading companies in this field [1]