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国泰海通:国内AI产业发展有望进一步加速 维持计算机行业“增持”评级
智通财经网·2025-08-28 23:14

Group 1 - The core viewpoint is that the AI industry is rapidly developing, driven by significant policy support and advancements in domestic AI models and chips, leading to a unified ecosystem of software and hardware [1][2]. - The State Council officially released the "Artificial Intelligence+" action plan, aiming for AI to be widely integrated into six key areas by 2027, with a target of over 70% application penetration for new intelligent terminals and agents [2][3]. - By 2030, AI is expected to fully empower high-quality development in China, with application penetration exceeding 90%, establishing the intelligent economy as a crucial growth driver [2][3]. Group 2 - The six key areas for action include: 1) AI + Science and Technology; 2) AI + Industrial Development; 3) AI + Consumption Quality; 4) AI + Public Welfare; 5) AI + Governance Capability; 6) AI + Global Cooperation [3]. - The government is focusing on enhancing foundational support capabilities such as models, data, and computing power, with an emphasis on optimizing the AI innovation ecosystem and strengthening talent development [3][4]. - The action plan also emphasizes the need to optimize the application development environment and strengthen policy and regulatory support for AI investments, including financial and fiscal backing [4].