年度流行语含“新”量上升！智能经济迎发展新机？

Group 1 - The core viewpoint is that China is entering a new era of intelligent economy driven by AI technology, which significantly impacts technology and labor forms [1][3] - The intelligent economy, centered around AI, is reshaping production methods, consumption patterns, and growth logic, becoming a new engine for high-quality development [4][12] Group 2 - AI is penetrating core production processes, driving a transformation in manufacturing models. The application of AI in manufacturing has structurally changed, with the proportion of AI application cases in production rising from 19.9% to 25.9% by 2025 [5][13] - AI is reshaping the consumer market, with digital consumption reaching 9.37 trillion yuan in 2025, accounting for 46.5% of total household consumption expenditure. Physical goods represent 66.3%, digital services 29.2%, and digital content 4.5% [6][14] Group 3 - Policies and macro goals are aligned, with AI becoming a new engine for economic development. The "14th Five-Year Plan" elevates technological innovation to a strategic height, indicating a shift from "solving shortcomings" to "original leadership." By 2035, AI is expected to contribute an additional 9.8% to China's GDP, with an annual growth rate of about 0.8% [15][15] Group 4 - To seize future opportunities in the industry, it is crucial to focus on companies and assets that can withstand market fluctuations and have long-term competitiveness in the AI industry chain. Investment tools like Hong Kong Technology 30 ETF and STAR Market AI ETF are available to help investors capture long-term AI opportunities [9][18]