On March 26th, according to a research report by CITIC Securities, the AI industry chain is facing a turning point from performance to market share, and from technological value to commercial value. Currently, both hardware and software in the AI industry chain are resonating at the same frequency, showing an accelerating trend. It is recommended to pay attention to the continuous changes in the AI industry: 1. Continuously support the development of the underlying computing power industry chain with capital from many large companies. a) The demand for AIDC as the underlying foundation of the AI industry chain continues; b) Autonomous and controllable computing power chips are imperative; c) The increasing demand for model privatization is beneficial for all-in-one, hyper converged, and B2B service outsourcing enterprises. 2. Beneficial for B-end and C-end software enterprises with sufficient industry knowledge and data accumulation, sufficient customers, and specific application scenarios. a) The logic of OA+ERP becoming the entrance for B-end agents remains unchanged; b) Pay attention to the implementation of AI in vertical scenarios such as B-end general, government, finance, energy, industry, and marketing; c) Good news for 2C companies with accumulated users and products; 3. We are optimistic about the construction of supporting infrastructure for the AI industry chain and suggest paying attention to data processing and big model security vendors.
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