Group 1 - The core viewpoint emphasizes increasing investment in the theme of technological self-reliance and strength, supported by significant policy backing from the recent Fourth Plenary Session, which highlights the acceleration of high-level technological self-reliance as a core development line for the 14th Five-Year Plan [1] - The report indicates that the upcoming third-quarter earnings reports will be released, suggesting a focus on core sectors with strong growth potential while also identifying alpha opportunities in companies with standout financial results [1] - The domestic computing power sector is experiencing high prosperity, with notable capitalizations of core chip manufacturers, as evidenced by the successful IPO of Mu Xi Co., a leading high-performance general GPU company, and the rapid revenue growth of companies like Haiguang Information and Cambrian [1] Group 2 - The second chapter of the report focuses on tracking the AI browser industry, particularly in relation to OpenAI's release of Atlas, which is expected to accelerate penetration in this sector [2]
【兴证计算机】OpenAI发布Atlas，AI浏览器加速渗透
兴业计算机团队·2025-10-26 13:14