智通财经网·2025-08-28 02:19Core Insights - The recent release of the "Artificial Intelligence+" top-level policy by the State Council marks AI as a national strategic development direction, aiming to transition the industry from "technical exploration" to "scaled implementation" [1][2][4] Group 1: Policy Overview - The "Artificial Intelligence+" policy emphasizes the need for intelligent transformation across various industries, with a goal to achieve deep integration of AI in six key areas by 2027, and over 90% application penetration by 2030 [2][3] - The policy outlines a three-pronged development strategy focusing on models, data, and computing power to create a closed-loop value system for AI [4] Group 2: Key Areas of Action - Six key areas for AI application include: 1. AI in scientific technology to accelerate discovery and innovation [3] 2. AI in industrial development to foster new business models and smart agriculture [3] 3. AI in consumer quality enhancement to create new service consumption scenarios [3] 4. AI in improving public welfare through smarter work and learning methods [3] 5. AI in governance to establish a new paradigm of human-machine coexistence [3] 6. AI in global cooperation to promote shared benefits and governance [3] Group 3: Recommendations for Investment - Companies to watch in the AI sector include: - AI Agents: Dingjie Zhizhi, Shiyuan Co., Fanwei Network, and others [5] - AI Terminals: Yuntian Lifi, Hongsoft Technology, Xiaomi Group, and others [5] - AI Computing Power: Cambrian, Yuntian Lifi, and others [5]