Di Yi Cai Jing·2025-08-04 02:40Group 1 - The artificial intelligence sector experienced significant stock price increases, with companies like Kesi Technology and Dongjie Intelligent reaching a 20% limit up, while others like Shanhai Intelligent and Nengke Technology also hit the limit up [1][2] - Notable stock performances included Wanlima at +14.72%, Jinxian Modern at +14.66%, and Yangguang Nuohe at +13.95%, indicating strong investor interest in AI-related companies [2] Group 2 - The State Council meeting on July 31 approved the "Deepening the Implementation of 'Artificial Intelligence+' Action Opinions," emphasizing the need for large-scale commercialization of AI applications across various sectors [3] - The policy aims to create a virtuous cycle of innovation and application, with government and state-owned enterprises leading by example and supporting technology implementation through open scenarios [3] - The report from Zhonghang Securities highlights that the AI industry is entering a value release window, with 2025 expected to mark the year of AI application landing, driven by advancements in general large model technology [3] - Investment focus is recommended on two main lines: (1) developers of large models and AI agent capabilities, and (2) applications of AI in real-world scenarios [3]