Sou Hu Cai Jing·2025-07-27 05:33Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai showcased 800 companies and over 3,000 advanced technologies, indicating a strong interest in AI investments [1] - The article highlights three key investment opportunities in the AI sector that could lead to long-term growth [3] Group 1: Computing Infrastructure - The shift in computing infrastructure is likened to moving from "generators" to "power grid companies," with policies in Shanghai and Dongguan promoting the development of computing power trading platforms [3] - Key companies include: - Zhongji Xuchuang (300308): Validated 1.6T optical modules by Huawei, positioned for computing power transmission [3] - Hengwei Technology (603496): Core supplier for Huawei's Ascend liquid-cooled integrated machine, with orders extending to 2026 [3] - Tuo Wei Information (002261): Collaborating with Huawei to create "Zhaohan" domestic servers, with deliveries to the Changsha intelligent computing center [3] - The AI ETF (515980) has seen a 43% increase over the past year, with financing balances soaring to 97 million, indicating strong institutional interest [3] Group 2: Embodied Intelligence - The technology shift in robotics is moving from "performing tricks" to "performing tasks," with domestic component localization rates exceeding 50% [3] - Key companies include: - Green Harmonic (688017): Gearbox supplier for UBTECH, maintaining a leading gross margin of over 35% [3] - Leisai Intelligent (002979): Closed-loop stepper motors account for 70% of orders for new products from Yuzhu [3] - Zhongdali De (002896): RV gearbox shipments surged by 150%, benefiting from mass production of humanoid robots [3] - SenseTime has launched an embodied intelligence platform, enhancing the capabilities of industrial robots [3] Group 3: AI in Finance and Healthcare - The introduction of AI in finance is exemplified by the Industrial and Commercial Bank of China's AI credit approval system, reducing processing time from three days to three minutes, leading to a 200% increase in orders for IT supplier Runhe Software (300339) [3] - In healthcare, the AI diagnostic system from United Imaging has been able to detect lung cancer 30 days earlier, with significant procurement from top-tier hospitals for health information company Weining Health (300253) [3] - The Ant Group's AI health manager is now integrated into 5,000 hospitals, accelerating government procurement for public health projects [4]