步入大时代！中邮证券：持续推荐AI算力及终端概念股

Core Insights - The State Council has released the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," marking a significant policy direction for AI as a national strategic development focus [1] - The "Opinions" emphasize the integration of AI into six key areas by 2027, with a target of over 70% application penetration of new intelligent terminals and agents, and aim for over 90% by 2030 [1] - By 2035, the country aims to fully enter a new stage of intelligent economy and society, supporting the realization of socialist modernization [1] Industry and Company Implications - The "Opinions" outline eight foundational supports, including AI hardware and software, talent, and legal regulations, forming a comprehensive system of "hard support + soft guarantee + ecological cultivation" [1] - The strategy focuses on enhancing model capabilities, innovating data supply, and optimizing intelligent computing resource layout, which is expected to create a closed-loop development of AI's multiple values [1] - The six key action areas for AI include: 1. AI + Science and Technology: Accelerating scientific discovery and innovation in research methods [2] 2. AI + Industrial Development: Promoting intelligent transformation in industries and agriculture [2] 3. AI + Consumer Quality: Expanding new service consumption scenarios [2] 4. AI + Welfare: Creating smarter work and learning methods [2] 5. AI + Governance: Establishing a new model of human-machine coexistence in social governance [2] 6. AI + Global Cooperation: Promoting shared benefits and global governance in AI [2] Investment Recommendations - Companies to focus on include: 1. AI Agents: Youfu Network, Hand Information [2] 2. AI Terminals: Lenovo Group, iFlytek [2] 3. AI Computing Power: Cambricon, Yuntianlefei [2]