According to CICC's latest research report, the AI industry chain is reaching a pivotal juncture marked by concurrent transformations in performance, market share, technology, and commercial value. Presently, both hardware and software components within this chain are experiencing accelerated development, fostering a state of resonance. In light of these dynamics, the report offers the following recommendations:

Firstly, sustained investment in the foundational computing power industry chain remains highly promising. This includes the escalating demand for AIDC, the burgeoning trend towards self-sufficient computing power chips, and the growing necessity for model privatization. These factors collectively benefit integrated machines, hyper-converged systems, and B-end service outsourcing enterprises.

Secondly, B-end and C-end software enterprises with profound industry expertise, ample data resources, and specific application scenarios are poised to benefit from favorable conditions. Notably, the enduring applicability of OA+ERP logic in the B-end sector underscores this trend. Additionally, attention should be directed towards the implementation of AI in vertical sectors such as B-end general use, government, finance, energy, industry, and marketing, as well as 2C companies with established user bases and product accumulations.

Lastly, the outlook for supporting infrastructure construction within the AI industry chain is optimistic. In particular, vendors specializing in data processing and large model security deserve close attention.