Core Viewpoint - The Chinese government has issued a comprehensive policy document titled "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action," outlining a roadmap for the integration of artificial intelligence (AI) across six key sectors by 2027, with a vision for AI to significantly contribute to high-quality development by 2030 and to support the modernization of socialism by 2035 [1][2]. Group 1: AI Integration and Development Goals - By 2027, the goal is to achieve widespread integration of AI with six key sectors, with over 70% penetration of new intelligent terminals and applications [1]. - By 2030, AI is expected to empower high-quality development, with application penetration exceeding 90%, making AI a crucial growth driver for the economy [1][9]. - By 2035, China aims to fully embrace an intelligent economy and society, providing strong support for the realization of socialist modernization [1][9]. Group 2: Key Actions and Focus Areas - The policy emphasizes enhancing foundational capabilities of AI models, promoting efficient training and inference methods, and fostering innovation across theory, technology, and engineering [1]. - It highlights the importance of intelligent computing power, supporting innovations in AI chips and software ecosystems, and encouraging the development of standardized, scalable cloud computing services [1]. - Six major action areas are outlined, focusing on applications across various industries, including agriculture, education, and public governance, rather than solely on computational power [2][3]. Group 3: Market Impact and Investment Opportunities - The issuance of the policy is expected to further boost the already high interest in AI-related investments in the A-share and Hong Kong markets, benefiting sectors such as AI, big data, financial technology, and smart manufacturing [2][4]. - The ChiNext AI ETF (159363) has seen significant performance, with a year-to-date increase of over 65%, indicating strong market interest in AI-related assets [4][5]. - The focus on domestic AI capabilities and the push for self-sufficiency in technology are driving interest in the Sci-Tech Innovation Board AI ETF (589520), which has a high concentration in semiconductor stocks [5][6].
今日盘前超级热点!AI沸腾!华宝“AI+”战队集结以待,基金经理火线解读
Xin Lang Ji Jin·2025-08-27 01:17