国泰海通｜计算机：“十五五”前瞻部署未来产业，美国政府或入股量子科技

Group 1 - OpenAI launched the AI browser ChatGPT Atlas, marking a significant shift in how AI can reshape internet access, currently available for macOS users [1] - ChatGPT Atlas integrates a "tool + AI" paradigm, enhancing the browser's functionality to serve as an intelligent task terminal, capable of complex operations like booking flights and purchasing groceries [1] - The Chinese government emphasizes the importance of technology in the "14th Five-Year Plan," focusing on key areas such as integrated circuits, quantum technology, and other future industries to drive economic growth [2] Group 2 - Several U.S. quantum computing companies are negotiating with the U.S. Department of Commerce to secure federal funding in exchange for equity, indicating increased government intervention in key economic sectors [3] - Companies like IonQ, Rigetti Computing, and D-Wave Quantum are among those discussing potential government investment, with each company expected to receive at least $10 million [3] - The U.S. Department of Commerce's funding application process may include various terms beyond equity, such as warrants, intellectual property licenses, and revenue-sharing agreements [3]