刘煜辉：这一轮AI产业革命最终使命将由中国完成

Core Viewpoint - The responsibility for completing the AI industrial revolution now falls on China, as the U.S. is increasingly becoming a mere technology blueprint exporter without the capability to implement a complete industrial ecosystem [3][5]. Group 1: AI Industrial Revolution - The second half of AI development requires establishing a robust and complete industrial ecosystem at the backend, with significant capital investment at the frontend to create a closed loop [3][5]. - The process of AI at the endpoint can only be effectively executed by China, leveraging its capabilities in optimizing large models and creating a foundational ecosystem for global AI applications [3][5]. Group 2: Hardware and Manufacturing - China's manufacturing strength is highlighted by its ability to produce affordable and high-quality hardware, including AI smartphones, smart glasses, various wearables, drones, electric vehicles, and future robots [3][5]. - The integration of open-source large model ecosystems into diverse, cost-effective hardware allows China to sell these products globally, resulting in financial returns to the country [3][5]. Group 3: Data and Financial Systems - The endpoint continuously generates scenarios and data, which enter a data mining process to produce digital assets that feed into the financial system, creating a new cycle of credit expansion [3][5].