人工智能成“必争之地”，券商判断AI基础设施建设继续强劲增长

Core Viewpoint - The "14th Five-Year Plan" has prompted over fifteen regions in China to release planning suggestions focusing on artificial intelligence and other cutting-edge industries, highlighting the competitive landscape and strategic priorities in these sectors [1]. Group 1: Regional Focus on AI - Shandong aims to create a national regional technology innovation center and an industrial technology innovation hub [1]. - Zhejiang emphasizes the development of a global competitive and influential AI innovation hub [1]. - Sichuan seeks breakthroughs in artificial intelligence and related fields [1]. - Hunan focuses on "AI + advanced manufacturing" and "AI + seed industry" sectors [1]. Group 2: Investment Opportunities - According to a recent report by CICC International, there is optimism regarding investment opportunities in domestic production within key industrial chains, with policy support during the "14th Five-Year Plan" expected to accelerate the domestic production process [1]. - Key sectors such as wafer foundry, memory, and semiconductor equipment are anticipated to benefit from the accelerated innovation in domestic production during this period [1]. Group 3: AI Infrastructure Growth - The current wave of generative artificial intelligence is expected to bring significant technological advancements, impacting a wide range of industry chain segments [3]. - AI infrastructure construction is projected to continue strong growth at least until 2026 [3].