上海出台新政，智算云产业2027年将突破2000亿

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights that the intelligent computing cloud industry in Shanghai is expected to exceed 200 billion by 2027, driven by new policies [2][7] - The report outlines a comprehensive ecosystem for intelligent computing cloud, aiming for a computing power of 200 EFLOPS with over 70% being self-controlled by 2027 [7] - Key measures include infrastructure upgrades, application scenario exploration, enterprise cultivation, and ecosystem improvement [7] - The report suggests that Shanghai will become a hub for the intelligent computing cloud industry, attracting quality enterprises and fostering a complete industrial chain by 2027 [7] Summary by Sections Market Performance - The report provides a comparative performance analysis of the information services sector against the Haitong Composite Index, showing various percentage changes over the quarters [5] Related Research - The report references several related studies, including topics on AI investments by major companies and the impact of new consumer loan policies [6] Analyst Information - The report lists multiple analysts responsible for the research, including their contact information and certifications [8]