20250114-天风证券-计算机_从互联网到云再到AI_AI_Agent下的三大投资机会_43页_3mb

后续市场展望与投资策略：计算机板块短期领涨或超预期，仍需关注政策和技术驱动下的核心标的。

投资建议：
• AI算力核心企业：寒武纪、海光信息、中科曙光、国盾量子、盛科通信
• AIAgent受益标的：TOB（金蝶国际、汉得信息）、TOC（端侧SOC、兆易创新、中兴通讯、海天瑞声）
• 信创景气程度提升：金山办公、海光信息、达梦数据、纳思达、中望软件
• 金融IT：同花顺、顶点软件、恒生电子
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