Group 1 - The core viewpoint highlights the acceleration of leading companies in integrating "Industrial + AI," driving advancements in industrial intelligence through deep coupling of large models and industry experience [1][2] - Lenovo's "Supply Chain Control Tower" AI system has reportedly reduced decision-making time by 50% to 60%, improved order delivery punctuality by 5%, and lowered manufacturing and logistics costs by 20% [1] - China Telecom's "Starry Textile" AI system achieved a 99% on-time delivery rate, a 20% increase in production efficiency, and over 99% defect detection rate in fabric quality [1] Group 2 - Debon Securities indicates that the performance and spending of overseas major companies are increasing, suggesting sustained high prosperity in the computing power industry chain [2] - The demand for domestic computing power is expected to accelerate, driven by the explosive growth in AI token processing volume and the verification of token economy business models [2] - The CSI Industrial Internet Theme Index consists of 50 listed companies involved in industrial internet hardware manufacturing, software development, and application services, reflecting the overall performance of these companies [2]