华西证券：AI应用细分化场景加速突破 重点关注工业智造和数字化

Core Viewpoint - The report from Huaxi Securities highlights the increasing instability and uncertainty in the context of complex international situations and a new wave of technological revolution and industrial transformation, emphasizing the importance of intelligent upgrades in the industry during this critical strategic opportunity for reform [1] Group 1: Infrastructure Development - The report focuses on three major infrastructure network constructions and innovative technology empowerment for industrial upgrades, which include AI computing power infrastructure networks, integrated communication networks for low-orbit and low-altitude economies, and high-speed data circulation foundational designs [1] - The emphasis is placed on the AI-enabled edge-side upgrades and industrial intelligent upgrades as key components of technological advancement [1] Group 2: AI Industry Trends - The general high-frequency scenarios have been largely established, with leading internet companies continuously upgrading models to enhance user experience, indicating that user habits in the AI industry are gradually forming [1] - The AI industry is entering a phase of rapid iteration and competitive depth, with future applications expected to explore more segmented and in-depth scenarios, including education, healthcare, and office environments [1] Group 3: Domestic AI Development - The continuous open-source iteration of domestic large models, along with the accelerated popularization of terminal products such as AI phones and AI glasses, is driving the application breakthroughs in AI within the context of policy promotion and industrial implementation [1] - There is a sustained push for advanced manufacturing, with a particular focus on the implementation of AI applications and digitalization in industrial manufacturing [1]