“科技大牛市来了”！达晨财智肖冰：我国资本市场正对AI系统性重估

Core Insights - The Chinese capital market is undergoing a systematic reassessment of AI, entering a technology bull market [1][5] - Companies are encouraged to focus on certainty in growth amidst uncertainty, emphasizing the importance of strategic determination and long-termism [2][3] Group 1: Eight Recommendations for Achieving Certainty in Growth - Emphasize "self-control and import substitution" as a core strategy, addressing China's "bottleneck" issues [2][3] - Choose "emerging and high-growth" industries, correcting the notion that any industry can be successful with good management [3] - Implement extreme cost reduction to build "super endurance" and "strong competitiveness" [3][4] - Drive technological innovation to create differentiation, shifting from "stock competition" to "incremental creation" [3][4] Group 2: Strategic Directions for Companies - Move beyond internal competition and expand globally, recognizing the need for larger markets [4] - Adapt to the AI wave by identifying new business opportunities, as AI is creating a new incremental market [5] - Build industry and ecological leadership to fill industrial gaps and expand business boundaries [5] - Actively engage with the capital market to embrace a new technology bull market, as evidenced by recent highs in stock indices [5]