“人工智能+”国家战略落地,机构:AI应用商业化浪潮正式开启

Group 1 - Global financial markets have entered a "stagflation" mode since late August, with A-shares experiencing sideways movement while European and American markets are trending downwards due to a "black swan" event in Europe linked to U.S. tariff issues [1] - The Chinese government has issued opinions on the implementation of "Artificial Intelligence +" actions, aiming for over 70% penetration of new intelligent terminals and intelligent agents by 2027, and over 90% by 2030 [1] - The report emphasizes the establishment of national AI application pilot bases and the promotion of intelligent transformation in software and information service companies [1] Group 2 - Major indices opened higher, with mixed performance among individual stocks; sectors such as forestry, industrial internet, and consumer electronics showed strong performance, while ground equipment and aerospace sectors lagged [3] - AI application stocks surged, with companies like Qiming Information and Nengke Technology hitting the daily limit, and others like Jiadu Technology and Kute Intelligent rising over 5% [3] - The power sector saw significant gains, with Shanghai Electric and Huayin Electric hitting the daily limit; national data indicated that total electricity consumption reached 10,226 billion kilowatt-hours in July, a year-on-year increase of 8.6% [3] Group 3 - The Shanghai Composite Index experienced significant fluctuations but managed to turn positive, indicating a market where few are profiting [5] - The ChiNext Index reached a new high, suggesting active short-term capital in the market [5] - The overall market remains weak in terms of profit-making, with a notable number of stocks declining compared to those rising [7][10]