【2025年9月17日 中国·上海】2025全球HCIE之夜"百万认证，跃升行业智能化"在上海圆满举办，活动 共吸引来自中国、欧洲、亚太、非洲、拉美和中东中亚等国家和地区的超200名HCIE专家、行业客户、 生态伙伴及华为产业领袖参与。 图：2025全球HCIE之夜活动合照 大咖云集 锚定趋势动态 活动伊始，华为全球技术服务部首席营销官孙海洋先生发表开幕致辞，首先向长期以来给予华为信任与 支持的客户、合作伙伴及HCIE专家致以诚挚地感谢；今年华为认证工程师已突破百万，达到一个新里 程碑，HCIE专家在各行各业中发挥着积极关键的作用，得到了社会和各行业广泛认可和尊重；最后， 他表示："人工智能的快速发展，正在推动人才细分和标准迭代，从智算集群构建、模型和应用开发， 到算力平台运维，每个角色都需要更专业、更精深的AI技能。在华为全联接大会2025期间，华为将发 布AI领域《ICT数智技能图谱》，清晰定义各类人工智能岗位的工作场景和技能要求，为ICT从业者的 AI技能提升提供精准导航。" 图：华为全球技术服务部首席营销官孙海洋致辞 工业和信息化部人才交流中心副主任任利华发表演讲，他指出："人工智能从概念走向千行百业 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the importance of self-reliance in technology due to escalating global trade tensions, highlighting the urgency for core technology products to be self-sufficient [5][12] - National fiscal support is expected to accelerate the implementation of key projects and policies, particularly in the realm of domestic innovation and technology [6][13] - Domestic software and hardware are transitioning from being merely "usable" to "user-friendly," with an anticipated acceleration in replacement cycles [7][14] Summary by Sections Market Review - During the week of March 31 to April 3, 2025, the CSI 300 index fell by 1.37%, while the computer index decreased by 1.87% [4][16] Investment Opportunities - The report suggests that with changes in the global trade environment, domestic software and hardware are on the rise, and the pace of replacement is expected to accelerate. Recommended companies include: - For domestic computing power: Haiguang Information, Zhongke Shuguang, and Shenzhou Digital - For the innovation and creation sector: Kingsoft Office, Dameng Database, Taiji Co., and others [8][15] Industry Dynamics - The report notes significant developments in the industry, including the upcoming release of Alibaba's new model Qwen3 and OpenAI's completion of a $40 billion financing round, which values the company at $300 billion [22][28]