CGWS(SZ:002939) 智通财经网·2025-08-29 03:01Core Viewpoint - The State Council has released a significant top-level design for "Artificial Intelligence+" which emphasizes the importance of smart terminals as the final application end of AI, indicating strong investment opportunities in related sectors [1][2]. Group 1: Policy Insights - The "Opinions" document aims for deep integration of AI with six key areas by 2027, targeting over 70% penetration of new generation smart terminals and AI applications [3]. - By 2030, AI is expected to fully empower high-quality development, with smart terminal applications exceeding 90% penetration, establishing AI as a crucial growth driver for the economy [3]. - The document highlights the development of smart products such as smart connected vehicles, AI smartphones, and smart home devices, aiming to create a comprehensive smart interaction environment [3]. Group 2: Infrastructure and Support - The "Opinions" emphasize strengthening capabilities in models, computing power, and data to support the advancement of "Artificial Intelligence+" [4]. - It calls for innovation in data supply and the establishment of a robust data rights system to enhance the quality of AI data sets [4]. - The document also stresses the need for breakthroughs in AI chip technology and the optimization of national computing resources to meet the growing demands of AI applications [4]. Group 3: Investment Recommendations - Companies to watch include China Mobile, Inspur Information, NewEase, and Yuanjie Technology, among others, across various sectors such as telecommunications, servers, optical modules, and data centers [5][6].