华泰证券：“AI+消费”迎政策春风 推荐两条投资主线

Core Insights - The report from Huatai Securities highlights that "AI+" is driving unprecedented changes, particularly in the consumer sector, with smart hardware companies actively seizing opportunities [1] - The introduction of the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action" is expected to accelerate the development of related industries [1] Investment Themes - "AI+" Hardware: The report identifies five key areas for investment: AI glasses, robotic vacuum cleaners, panoramic cameras, NAS (Network Attached Storage), and 3C accessories [1] - "AI+" Infrastructure: The growing demand for AI among the public is anticipated to drive investments in computing power infrastructure [1]