多家发布新一代大模型，政策推进服务消费提质惠民产业赛道与主题投资风向标

Policy Dynamics - The Ministry of Industry and Information Technology (MIIT) released the 2025 work plan for improving service consumption, emphasizing the promotion of high-quality service supply through domestic and international dual circulation strategies [5][25] - The MIIT also published the 2025 automotive standardization work points, focusing on the development of standards for automotive artificial intelligence, solid-state batteries, and electric vehicle battery swapping [7][9] - The State Council approved the comprehensive pilot work plan for expanding the opening of the service industry, outlining 155 pilot tasks across various service sectors [25] Industry Trends - Major companies like Alibaba and Tencent have launched new AI models, with Alibaba's Qwen3 model being recognized as the strongest open-source model globally, featuring a parameter count of 235 billion [3][32] - The first humanoid robot half marathon was successfully held, showcasing advancements in humanoid robotics and increasing public engagement with technology [50][55] - The 2025 Shanghai International Auto Show highlighted trends in automotive intelligence, with a focus on smart cockpit technologies and the integration of consumer electronics [56][59] Investment Recommendations - The report suggests that DeepSeek's breakthroughs in AI technology could lead to significant investment opportunities, particularly in the AI sector [4] - Consumer stocks are expected to experience valuation recovery, supported by declining interest rates and favorable policies, indicating a potential investment cycle in the consumer sector [4] - The report emphasizes the importance of focusing on undervalued stocks, particularly in the context of strong industry trends driven by AI advancements [4]