Core Viewpoint - Recent local government proposals for the "14th Five-Year Plan" emphasize the integration of artificial intelligence (AI) across various sectors, indicating a shift towards comprehensive AI applications beyond just digital industrialization [1] Group 1: Policy Focus - Multiple regions, including Beijing, Zhejiang, Shaanxi, and Tianjin, are prioritizing the establishment of innovation hubs with a focus on AI and research [1] - Cities like Chongqing, Shanxi, and Guangdong are specifically targeting AI applications in automotive, energy, and robotics sectors [1] - The proposals highlight that the "AI+" initiative will span research, manufacturing, governance, and services, aiming to empower various industries comprehensively [1] Group 2: Investment Opportunities - The development of AI has become a focal point in regional policies, attracting long-term investment interest in related sectors [1] - The CSI Artificial Intelligence Theme Index covers leading companies across the AI industry chain, with a significant representation from the communication equipment and semiconductor sectors [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index consists of 30 major AI industry stocks, focusing on foundational chips and AI applications [1]
各地“十五五”规划聚集“AI+”，关注科创人工智能ETF（588730）等产品长期配置价值
Mei Ri Jing Ji Xin Wen·2025-12-11 05:56