中信证券：“人工智能+”行动意见印发，具身智能受益

Core Viewpoint - The State Council has issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," aiming to promote the integration of artificial intelligence across various sectors of the economy and society. The focus is on the widespread adoption of new-generation intelligent terminals and agents, with a target of over 90% penetration by 2030 [1] Industry Summary - The report highlights that embodied intelligent robots are a significant new-generation intelligent terminal product that is expected to receive support in technology development, infrastructure, and regulatory frameworks following the issuance of the Opinions. This indicates a shift towards high-quality development in the industry [1] - The industry is recommended to focus on leading companies within the embodied intelligence supply chain that possess high technological barriers, as well as potential disruptive opportunities brought by new technologies. There is also an emphasis on the trading opportunities presented by new entrants in the market [1]