传媒：深圳发布重磅政策，关注AI供需双端生态繁荣

Investment Rating - The industry investment rating is "Leading the Market (Maintain)" [2] Core Viewpoints - On December 18, 2023, the Shenzhen Municipal Bureau of Industry and Information Technology released significant policies aimed at establishing Shenzhen as a leading city in artificial intelligence (AI). The policies, effective immediately for two years, cover various areas including computing resources, AI applications, source innovation, industrial environment optimization, and talent cultivation, with extensive funding support and policy incentives [2][3] - The release of these policies is expected to further promote the accessibility of AI, accelerate the application of AI, and enhance productivity through support for funding and computing resources [2][3] - Key initiatives include the construction of advanced computing infrastructure, annual issuance of "Training Coupons" worth up to 500 million yuan to support enterprises and research institutions in large model training, and increased funding for startups [2][3] Summary by Relevant Sections Policy Support - The policies include various financial incentives such as "Corpus Coupons" for promoting open sharing of data, "Model Coupons" to support AI model applications, and funding for AI applications in advanced manufacturing and modern service industries [2] - The maximum annual funding for AI applications is set at 100 million yuan, with specific project funding caps [2] Innovation and Research - The policies emphasize the importance of source innovation, with annual investments of up to 300 million yuan for basic research and core technology breakthroughs [2] - Support for the establishment of domestic AI ecological innovation centers and funding for open-source AI platforms are also included [2] Talent Development - The policies aim to foster high-quality talent through the establishment of AI talent training bases and the creation of an AI industry fund to reduce financing costs for enterprises [2][3] Investment Recommendations - The report suggests focusing on companies such as Tencent Holdings, NetEase, InnoCare, Tom Cat, Meitu, Tianyu Digital Science, and others, as the new policies are expected to have a significant impact on the overall industry [2]