计算机行业快评报告：国务院印发《关于深入实施“人工智能+”行动的意见》，AI应用及终端落地有望提速

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating an expected relative increase of over 10% compared to the market index in the next six months [12]. Core Insights - The implementation of the "Artificial Intelligence+" initiative aims to enhance the penetration of AI applications, targeting over 70% integration with six key sectors by 2027 and over 90% by 2030, leading to a new stage of intelligent economy and society by 2035 [3][4]. - The initiative emphasizes application-oriented development, promoting AI in vertical scenarios and intelligent products, marking a shift towards large-scale and commercial applications of AI [3]. - The report identifies six key action areas for accelerating AI application and terminal deployment, including technology, industrial development, consumer quality, public welfare, governance capabilities, and global cooperation [4]. - Eight foundational support capabilities are highlighted to foster a prosperous AI industry ecosystem, focusing on model capabilities, data supply innovation, computational power coordination, and talent development [5][10]. Summary by Sections AI Application Acceleration - The "Artificial Intelligence+" initiative is expected to significantly speed up the application and terminal deployment of AI across various sectors, with a focus on integrating AI into scientific research, industrial development, and consumer services [4][11]. Key Action Areas - The report outlines six major areas for action, including promoting intelligent tools in technology, fostering new business models in industry, enhancing consumer experiences with smart products, and improving public welfare through AI applications [4]. Foundational Support Capabilities - The report emphasizes the need to strengthen eight foundational capabilities, such as enhancing model capabilities, optimizing the application environment, and improving safety measures to support the AI industry's growth [5][10]. Investment Recommendations - The report suggests focusing on companies leading in AI product commercialization, particularly in AI terminals and applications across key sectors like industry, agriculture, and education [11].