毕马威：AI成为资本市场所偏好的行业之一，机器人等应用赛道投资热度明显

Core Insights - Artificial intelligence (AI) has become a critical driver for industrial upgrading and high-quality economic development in China [1] - The AI sector is currently favored by capital markets, with significant investment interest in robotics and AI software applications [1] - The investment logic for the AI industry in 2025 is expected to align with that of the previous year, indicating a stable growth trajectory [1] Investment Trends - In 2024, the financing landscape for AI will see a focus on large models, followed by foundational layers, technical layers, industry applications, and general applications [1] - The combination of capital interest, policy encouragement, and market enthusiasm is prompting more AI companies to initiate IPO plans for further development [1] - AI and other high-tech industries are injecting new momentum into the global IPO market [1]