机构：人工智能有望催动更多产业蓬勃发展

Core Insights - Shandong Province's AI core industry revenue is expected to exceed 120 billion yuan by 2025, accounting for approximately 10% of the national total, with a full-stack AI industry chain being developed [1] - The acceleration of AI applications in China is noted, with a focus on the commercialization and scaling of AI products [2] Group 1: Industry Development - Shandong has implemented the "Shandong Province Artificial Intelligence Industry High-Quality Development Action Plan" and has been recognized as a key province for AI innovation by the Ministry of Industry and Information Technology [1] - The AI sector is anticipated to drive growth in various industries, presenting new investment opportunities [1] Group 2: Investment Recommendations - Companies should focus on leading enterprises in AI terminals, AI agents, and potential killer AI applications as the industry accelerates [2] - Attention should be given to the application demands and innovative products in key sectors such as industry, agriculture, education, and new consumption [2] - The demand for computing power on the edge and inference side is expected to rise, emphasizing the need for infrastructure development in AI computing capabilities [2] - There is an urgent need to optimize the AI governance system, highlighting companies involved in safety methods and governance [2]