Core Insights - The State Council's "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" emphasizes the application of AI technology across various sectors, aiming to foster new infrastructure, technology systems, industrial ecosystems, and job opportunities, thereby accelerating the development of new productive forces and ensuring that all citizens benefit from AI advancements [1][6] Technology Development - The "Opinions" address three major challenges in domestic AI technology development: insufficient model originality, data resource issues, and rapidly growing computing power demands. It proposes measures such as supporting multi-path technology exploration, promoting open-source community development, and enhancing data processing and service industries [2][3] Application and Innovation - The document highlights the transition of AI technology from research-focused to widespread application, detailing plans for its use in industries like manufacturing, agriculture, and services. This shift is expected to enhance social productivity and improve living standards while enabling companies to realize value creation through technology [3][4] Consumer Market Expansion - AI technology is projected to significantly expand in consumer sectors such as entertainment, e-commerce, and smart home devices. The demand for AI-driven products, including smart vehicles and home automation, is expected to rise, with the sales of new energy vehicles projected to reach 12.87 million units in 2024, marking a 35.5% increase year-on-year [4] Employment Impact - The "Opinions" propose strategies to manage the relationship between AI and employment, emphasizing the creation of new jobs and the empowerment of traditional roles. It suggests exploring human-machine collaboration and fostering new business models to stimulate innovation and re-employment opportunities [5][6] Future Policy Directions - The release of the "Opinions" marks a significant shift towards integrating AI technology with economic and social sectors, indicating that future policies will focus on legal frameworks, corporate investment, and market openness to promote high-quality industry development [6]
红塔证券副总裁、首席经济学家李奇霖:“人工智能+”行动将成为促进消费增长的重要驱动力