传媒：上海发布人工智能新方案，AI算力供需双端或迎催化

Investment Rating - The industry investment rating is "Leading the Market," indicating an expected performance that exceeds the relevant market index by more than 10% over the next 6-12 months [4][7]. Core Viewpoints - The report highlights the recent implementation of Shanghai's AI development plan, aiming to establish a world-class AI industry ecosystem by the end of 2025, with a target of exceeding 100 EFLOPS in intelligent computing power and creating around 50 effective industry applications [4]. - The AI initiative focuses on enhancing productivity through the construction of intelligent computing clusters, data supply systems, and training grounds for vertical models, particularly in key sectors such as finance, manufacturing, education, healthcare, and urban governance [4]. - The report emphasizes the acceleration of AI applications and the construction of an innovative ecosystem, which is expected to significantly boost productivity and promote the development of new economic models [4]. Summary by Sections Recent Events - The Shanghai government has issued a plan to advance AI capabilities, aiming for substantial growth in intelligent computing and application development by 2025 [4]. - Multiple cities are actively promoting AI initiatives, with policies designed to enhance the AI ecosystem and stimulate application deployment [4]. Investment Recommendations - The report suggests that the acceleration of AI industry construction in Shanghai will likely stimulate both supply and demand, positively impacting overall productivity [4]. - Recommended stocks to watch include Tencent Holdings, NetEase, InnoCare Pharma, and several others in the media and technology sectors [4].