【兴证计算机】从火山原动力大会看AI投资机会

Group 1 - The core viewpoint emphasizes the need to increase left-side layout efforts in the computer sector, suggesting that the sector has undergone sufficient adjustment since September [1] - The recommendation for left-side layout focuses on three areas: 1) Sub-sectors with significant industrial potential and catalysts, such as AI, commercial aerospace, and assisted driving; 2) Sub-sectors benefiting from domestic circulation and policy dividends, including domestic production and digital RMB; 3) High-quality stocks with low valuation levels and sustainable growth capabilities [1] Group 2 - The current acceleration of capitalization in the domestic AI industry is highlighted, with companies like Moer Technology and Shanghai Muxi listing on the STAR Market, and Wallen Technology passing the Hong Kong Stock Exchange listing hearing [2] - The financing capabilities of leading domestic AI companies are significantly enhanced, which is expected to promote faster industry development [2] - Major companies like ByteDance and Ant Group are making advancements in AI, with ByteDance releasing new models and Ant Group upgrading its AI health application, indicating a sustained high level of activity in the domestic AI chain [2]