AI模型持续突破，股掌柜证券咨询前瞻科技主线投资机遇

Core Insights - The AI sector is experiencing a new wave of innovation, highlighted by the release of Anthropic's Claude Opus 4 and Claude Sonnet 4, with Opus 4 being recognized as the "best programming model in the world" [1] - Google's launch of the AI film production platform "Flow" at the I/O developer conference integrates multiple models for automated content creation, attracting significant attention from the global film and AI technology industries [1] - In China, Kunlun Wanwei has launched the Skywork Super Agents App, indicating the acceleration of Chinese AI agent technology towards global users [1] Industry Trends - The rapid evolution of the global technology landscape is prompting a new round of value reassessment across the industry chain, with AI large models becoming a core focus in the capital markets over the next few years [1] - The entire industry chain is experiencing sustained prosperity and accelerated technological penetration, driven by foundational computing infrastructure, model training support, software ecosystem development, and application implementation [1] - Local companies with core technological capabilities and industry integration advantages are expected to achieve rapid breakthroughs in key scenarios such as multimodal models, AI agents, and smart terminals, especially in the context of deepening US-China tech competition and increased policy support [1] Investment Strategy - The company has developed a forward-looking technology allocation map by systematically analyzing AI industry chain-related entities, helping investors identify beneficial segments within the industry chain [2] - The investment logic is shifting from foundational reasoning to scenario implementation, as AI large models simultaneously advance in "usability" and "creativity" [2] - Continuous attention to the structural evolution and valuation inflection points of the AI industry chain will be crucial for investors aiming to build a long-term stable portfolio [2]