Investment Rating - The investment rating for the artificial intelligence industry is "Outperform the Market" [1] Core Insights - The report highlights that the most active private equity investments in AI are in the United States and China, with a total of 3,430 global AI-related private equity investments from 2019 to 2024. The majority of these transactions (2,655, or 97.18%) are below 5million[2][4]−Thereportindicatesasignificantincreaseininvestmentamountsandnumbersfrom2020to2021,peakingin2021,followedbyadownwardtrendin2022.Thetechnologysectorhasseenasteadyincreaseininvestmentshare,risingfrom29.1229.407 billion in Q1 2021, with a decline observed thereafter, reaching 4.603billionbyQ32024[7][12]InvestmentRecommendations−Thereportemphasizesthatthetechnologysectoristhelargestdownstreaminvestmentdirection,withatotalof1,866transactionsamountingto113.94 billion, representing 45.43% of total investments. The consumer goods sector follows with 787 transactions totaling $53.22 billion [9][12] - The report recommends monitoring domestic AI companies, particularly those involved in AI applications and computing power, as they are expected to drive growth in the AI industry [2][19]
