机构：人工智能行业处于三维共振阶段

Core Viewpoint - The release of the "Guangdong Province Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027)" aims to enhance the digital transformation of the manufacturing sector through 16 policy measures, establishing a demonstration zone for AI-enabled high-quality development in manufacturing [1] Group 1: Policy Measures - The action plan focuses on strengthening key supply, promoting application and dissemination, building support systems, and optimizing resource guarantees [1] - The goal is to accelerate the digital transformation and upgrade of the manufacturing industry, making it globally influential [1] Group 2: Investment Opportunities - According to Lianhe Securities, AI is a key factor for the next stage of China's economic and social development, expected to drive the growth of various industries and create more investment opportunities [1] - Key areas for investment include infrastructure, AI applications, and edge devices, as well as the integration of AI technology with advanced technologies [1] Group 3: Industry Outlook - Dongxing Securities notes that the AI industry is currently in a phase of policy, technology, and demand resonance, supported by top-down policy empowerment and potential funding [1] - The performance of domestic chip and cloud computing leaders is gradually validating their market positions, while large enterprises continue to invest in capital expenditures, enhancing industry development certainty [1] - The AI industry's prosperity is expected to have upward potential, maintaining its central position in technology investment [1]