Group 1 - The core viewpoint of the news is the significant rise in AI concept stocks following the release of a government opinion on deepening the implementation of "Artificial Intelligence +" actions, indicating a strong market response to policy support [1][2] - Major AI stocks such as SenseTime (00020) and Fourth Paradigm (06682) saw substantial increases, with SenseTime rising by 14.14% to HKD 2.18 and Fourth Paradigm increasing by 10.33% to HKD 66.2, reflecting investor optimism [1] - The government aims for AI applications to achieve over 70% penetration in six key areas by 2027, with a target of over 90% by 2030, indicating a robust growth trajectory for the AI industry in China [1] Group 2 - Huatai Securities views the government opinion as a pivotal document that marks a shift in China's AI industry focus from technology development to deep integration with the real economy and commercialization [2] - The expectation is that various ministries and local governments will soon introduce supporting measures, including special funds and tax incentives, to facilitate the implementation of AI applications [2] - The document is seen as a strategic initiative to overcome barriers to AI application deployment, particularly addressing the "last mile" challenges [2]
AI概念股多数走高 国务院印发“人工智能+”行动意见 机构看好AI应用浪潮开启
Zhi Tong Cai Jing·2025-08-27 01:57