国资委成立央企“AI+”具身智能产业共同体，AI应用加速进入成熟期

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) has established a central enterprise "AI+" embodied intelligence industry community, focusing on building credible data spaces across 11 key industries, including energy, manufacturing, and communications, aiming to create over 1,000 application scenarios and more than 100,000 industry intelligent applications to empower high-quality industry development [1] - According to Huayuan Securities, in 2023, the demand for logic chips and storage chips is expected to grow significantly due to strong demand for AI applications and data center infrastructure [1] - The global semiconductor revenue is projected to continue rising quarter-on-quarter starting from Q2 2025, with an expected year-on-year growth of 22.5% to reach $772 billion in 2025, and the sales may approach $1 trillion in 2026 [1] Group 2 - Market conditions since mid-January 2026 have shown a continuous pullback in the AI industry chain due to uncertainties in AI application business models and real demand [2] - Major domestic companies are expected to release significant updates to their large models around the Spring Festival, which may catalyze a rebound in AI applications following a period of low sentiment and negative news [2] - Historical data indicates that significant events in the global AI industry during the Spring Festival period have previously led to heightened public interest and subsequent increases in technology stock performance [4]