策略专题：主题投资月度观察，人工智能竞争加剧

Group 1: Overseas Technology Mapping - OpenAI launched the ChatGPT search feature, allowing it to compete in the search market traditionally dominated by Google[45] - ABB unveiled the P-500 series of high-performance pressure transmitters, achieving an accuracy improvement to 0.02% of the calibrated range[51] - Google's Gemini AI chatbot launched on iOS, expanding competition with OpenAI's ChatGPT into the mobile sector[58] - NASA assigned lunar cargo missions to SpaceX and Blue Origin, planning at least two large-scale transport tasks by 2032[62] - Sony is developing a handheld gaming console capable of running PlayStation 5 games, currently in preliminary development[64] Group 2: Domestic Hot Topics - Zhizhu AI launched the AutoGLM, marking advancements in AI for mobile phone usage[80] - UBTECH released a full-stack unmanned logistics solution, achieving collaboration between humanoid robots and unmanned vehicles in factories[84] - XPeng's "land aircraft" completed its global public flight debut at the Zhuhai Airshow, showcasing its capabilities[90] - Baidu's World 2024 conference revealed that its Wenxin model's daily invocation exceeded 1.5 billion times, indicating a significant shift in AI applications[95] - CATL's trial operation of lithium battery rail transport marked a breakthrough in lithium battery logistics[101] Group 3: Policy Focus - The Ministry of Industry and Information Technology released a draft plan for the high-quality development of the new energy storage manufacturing industry, aiming to cultivate 3-5 leading enterprises with over 100 billion yuan in scale by 2027[116] - The Ministry revised the photovoltaic manufacturing industry standards to enhance management and promote industry transformation[119]