建信基金：“科技叙事”逻辑明晰，AI正赋能千行百业！

Core Viewpoint - The article discusses the significant rise of the AI sector, highlighting its potential to transform various industries and create new investment opportunities, particularly in the context of the ongoing technological revolution. Group 1: AI Overview - Artificial Intelligence (AI) is defined as a branch of computer science that simulates human intelligence, capable of perception, learning, reasoning, decision-making, and creativity [1] - AI is positioned as a key driver of the Fourth Industrial Revolution, fundamentally altering human thought processes and lifestyles [1] Group 2: AI Industry Chain - The AI industry chain is structured into three layers: the foundational layer (comprising computing power, algorithms, and data), the technology layer (which develops algorithms for perception and decision-making), and the application layer (which applies these technologies across various sectors) [3] Group 3: Future Potential of AI - The global AI market is expected to expand significantly, potentially reaching a trillion-dollar market size in the coming years, with substantial growth projected from 2024 to 2034 [6] Group 4: AI Applications Across Industries - AI is rapidly integrating into various sectors, enhancing productivity and transforming operational methods, with diverse applications emerging in numerous fields [8] - In healthcare, AI can streamline drug development, reducing the time and cost traditionally associated with the process, with the global AI pharmaceutical market projected to reach 1.822 billion by 2024 [9] - In manufacturing, AI technologies are being implemented to improve efficiency, with significant productivity gains reported, such as a 29.8% increase in labor productivity and a 46.7% reduction in quality loss costs [9] Group 5: AI Market Performance - The AI index has surged by 131.41% over the past year, outperforming major stock indices, indicating strong market interest and investment potential in the AI sector [11] - Technology companies are experiencing improved operational performance, with AI index component companies reporting a 30.33% increase in revenue and a 45.88% increase in net profit year-on-year as of Q2 2025 [11] Group 6: Policy Support for AI - The Chinese government is actively promoting AI development through initiatives like the "Artificial Intelligence+" action plan, which aims to integrate digital technologies with manufacturing and support the widespread application of AI [12]