长城基金刘疆：看好算力、人形机器人、低空经济等细分领域

Group 1 - The core viewpoint is that AI's impact is expanding beyond technology companies, reshaping the economy similarly to the mobile internet, with significant opportunities for "AI+" sectors [1] - AI is expected to greatly enhance the operational efficiency of traditional industries and fundamentally alter productivity and production relationships in the economy and society [1] - Investors are actively seeking companies that can effectively leverage AI for intelligent upgrades to enhance their core competitiveness, regardless of whether they are in the tech sector or traditional industries [1] Group 2 - Domestic tech giants are maintaining a proactive yet steady pace in AI investment compared to overseas counterparts, focusing on rapid technology adoption while having advantages in commercialization and monetization efficiency [2] - Some AI products from domestic companies are already generating substantial revenue, with AI tools for short video platforms and AI-driven precision marketing contributing to incremental income [2] - The computing power sector is experiencing a boom, with opportunities emerging in sub-sectors like optical communication, PCB, and liquid cooling, while humanoid robots and low-altitude economy fields like autonomous taxis and eVTOLs are expected to see significant growth [2]