东兴证券郄永忠：大科技板块配置重要性凸显 看好人工智能等多个方向

Group 1 - The core focus of the "15th Five-Year Plan" is to significantly enhance the level of technological self-reliance and innovation, indicating a strong emphasis on the technology sector [1] - The plan aims to promote both the upgrading of traditional industries and the cultivation of new growth points in emerging fields, leading to a strategic new pattern of coordinated development between old and new driving forces [1] - The release of the plan is expected to boost market confidence in Chinese assets and provide support for the capital market, while also indicating potential investment directions in the industrial development sector [1] Group 2 - In the renewable energy sector, four main investment themes are highlighted: the rapid development of energy storage as a key support for new power systems, the benefits for energy service providers and technology equipment manufacturers from zero-carbon park construction, the clearing of excess capacity in the photovoltaic and lithium battery industries, and the potential of hydrogen energy and controllable nuclear fusion [2] - Quantum technology is seen to have broad long-term development potential, with domestic quantum information technology transitioning from laboratory research to industrial application, forming an initial industrial ecosystem [2] - The current phase of artificial intelligence is characterized by a three-dimensional resonance of policy, technology, and demand, with significant support from the "Artificial Intelligence+" initiative, leading to increased certainty in industry development and benefiting companies involved in smart manufacturing and industrial software [3]