智通财经APP获悉，兴业证券发布研报称，本轮计算机板块上行的核心驱动在于产业创新、政策发力、 业绩改善三者共振，影响未来趋势的主要因素是AI创新的兑现能力、业绩改善的持续性与力度、政策 深化发力的空间，寻找结构性机会将是未来一年板块投资的核心工作。该行预计将从过去一年的偏困境 反转型的中小市值风格趋于更为均衡。展望十五五，围绕着科技自立自强、新质生产力等关键词，建议 守正出奇，重点关注AI与国产化的兑现、前沿创新的突破，把握相关的投资机会。 兴业证券主要观点如下： AI应用：从1到N，闭环生态日臻完善 新科技：卡位未来，前沿创新多点开花 1)量子科技：政策扶持，中国具有一定的领先优势，量子计算、量子通信、量子测量应用提速，关注国 盾量子、神州信息。2)脑机接口：进入3.0时代，在临床应用上取得突破，前景可期，关注科大讯飞。3) 空天信息化：商业航天破局，在轨卫星数量大幅增加，"太空算力"成为AI产业新热点，关注中科星图、 航天智装、超图软件。 投资建议与核心标的 建议重点关注AI、国产化、前沿科技创新，重点推荐海光信息、同花顺、金山办公、科大讯飞、神州 数码、合合信息、新大陆、广联达、汉得信息、能科科技。 风 ...

Core Viewpoint - The competition in China's software industry is shifting from price-performance to functionality, reliability, and platform compatibility, driven by the increasing demand for data in the AI era [1] Group 1: Industry Trends - Domestic enterprises are prioritizing the use of domestic servers and databases due to concerns over self-control and information security, marking a new trend in the market [1] - The data protection software market in China is experiencing a significant shift towards domestic products, with a high market share of foreign products previously [1][2] - The disaster recovery market in China is projected to grow from 5.69 billion yuan in 2023 to 9.27 billion yuan by 2028, indicating a robust growth trajectory [2] Group 2: Company Developments - Yingfang Software has launched a new backup system, i2Backup V9, designed for complex IT environments, which integrates unified management, intelligent scheduling, full platform compatibility, high scalability, and security [1] - i2Backup V9 has been successfully deployed at the Industrial and Commercial Bank of China, replacing a foreign backup system and ensuring stable protection of petabyte-level core financial data [2] - The product is fully compatible with mainstream domestic hardware platforms such as Feiteng, Kunpeng, and Longxin, as well as major domestic databases and operating systems [2] Group 3: Market Insights - The average compound annual growth rate of China's disaster recovery industry from 2015 to 2020 was 21.86%, with the market size expected to reach 51.84 billion yuan by 2025 [2] - The recognition of data as a critical asset has increased among enterprises, with data now seen as integral to business logic and decision-making processes [3] - Current legal regulations have established clear guidelines for data protection, emphasizing the importance of safeguarding specific types of data [3]