今日视点：固定资产投资增速触底回升有底气

Group 1 - The core focus of the news is on the declining trend of fixed asset investment in China, which has dropped from a high of 4.2% in January to 1.6% in July, indicating a need for effective investment expansion strategies [1] - The "Artificial Intelligence +" initiative is expected to significantly boost investment in related industries, similar to the impact of the "Internet +" initiative a decade ago, with a notable increase in investment scale and long-term benefits for industrial transformation and consumption enhancement [2] - According to IDC, China's total investment in artificial intelligence is projected to exceed $100 billion by 2028, highlighting the potential growth in this sector [3] Group 2 - Equipment updates have shown a clear positive impact on stabilizing investment, with a 15.2% year-on-year increase in investment in equipment and tools from January to July, contributing 2.2 percentage points to overall investment growth [4] - Infrastructure investment is playing a crucial role in supporting economic stability, with a 3.2% year-on-year growth from January to July, contributing 43.0% to total investment growth, which is higher than the overall investment growth rate [5] - Major infrastructure projects, such as the Yarlung Tsangpo River hydropower project and new railway lines, are expected to further stimulate investment in related industries, indicating a cautious but optimistic outlook for fixed asset investment growth in the near future [5]