“人工智能+”顶层文件发布，步入AI大时代

Core Viewpoint - The State Council has released the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Actions," marking a significant policy direction for the integration of artificial intelligence into various sectors, aiming for substantial advancements by 2035 [1][2]. Group 1: Policy Overview - The "Artificial Intelligence+" initiative is recognized as a top-level policy following the "Internet+" strategy introduced in 2015, establishing AI as a national strategic development direction [1][2]. - By 2027, the goal is to achieve over 70% penetration of new intelligent terminals and intelligent agents across six key sectors, with a target of over 90% by 2030 [1][2]. Group 2: Key Action Areas - AI+ Science and Technology: Accelerating scientific discovery and innovating research methodologies [3]. - AI+ Industry Development: Fostering new intelligent business models and promoting smart transformation in agriculture [3]. - AI+ Consumer Quality: Expanding new service consumption scenarios and nurturing new product consumption models [3]. - AI+ Welfare: Creating smarter work methods and enhancing learning experiences [3]. - AI+ Governance: Establishing a new paradigm of human-machine coexistence in social governance [3]. - AI+ Global Cooperation: Promoting inclusive AI and building a global governance framework for AI [3]. Group 3: Infrastructure Development - The "Opinions" emphasize a systematic approach to enhancing foundational capabilities, focusing on computing power and software ecosystem development [4]. - A three-pronged strategy of "model, data, and computing power" is proposed to create a closed-loop development of AI's multiple values [4]. - Key initiatives include improving model capabilities, innovating data supply, and optimizing national computing resource layouts [4]. Group 4: Investment Recommendations - Companies to watch in AI Agents include Dingjie Zhizhi, Vision China, and Kingdee International [5]. - In the AI terminal sector, notable companies include CloudWalk Technology, Xiaomi Group, and Lenovo Group [5]. - For AI computing power, companies such as Cambricon, Inspur Information, and Digital China are highlighted [5].