“人工智能+”政策全文解读

Investment Rating - The industry investment rating is "Outperform the Market - A" and the rating is maintained [5]. Core Insights - The report emphasizes the importance of the "Artificial Intelligence +" policy, which aims for a significant integration of AI across six key sectors by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents [1][11]. - By 2030, the penetration rate is expected to exceed 90%, leading to a new stage of intelligent economy and society by 2035 [1][11]. - The report identifies six key areas for AI application: AI + Science and Technology, AI + Industry, AI + Consumption, AI + Livelihood, AI + Social Governance, and AI + Global Cooperation [2][12]. Summary by Sections Industry Investment Rating - The investment rating for the industry is "Outperform the Market - A" [5]. Key Policy Insights - The "Artificial Intelligence +" policy aims for deep integration of AI in six sectors, with specific targets for application penetration rates by 2027, 2030, and 2035 [1][11]. - The focus is on practical applications of AI, indicating a clear direction for the development of the AI industry [1][11]. Six Key Areas of AI Application 1. AI + Science and Technology: Emphasizes collaboration with quantum technology and other advanced fields [2][12]. 2. AI + Industry: Focuses on enterprise services, industrial applications, and agricultural innovations [2][12]. 3. AI + Consumption: Promotes the development of intelligent terminals and smart product ecosystems [2][12]. 4. AI + Livelihood: Targets education and healthcare, enhancing service capabilities through AI [2][12]. 5. AI + Social Governance: Aims to improve safety and public management through AI applications [2][12]. 6. AI + Global Cooperation: Encourages international collaboration in AI technology and resources [2][12]. Infrastructure Development - The report highlights the need for advancements in four foundational areas: models, data, computing power, and security [3][13]. - It stresses the importance of high-quality data sets, innovative AI chip development, and robust security measures to mitigate risks associated with AI technologies [3][13]. Market Performance - The computer industry index increased by 2.39% this week, outperforming the Shanghai Composite Index by 1.55 percentage points [14][15]. - The overall performance of the computer sector remains strong, particularly in AI computing and companies exceeding market expectations [19]. Notable Industry News - NVIDIA has launched new technologies aimed at enhancing AI capabilities, including the Spectrum-XGS Ethernet for distributed data centers and the Jetson Thor for physical AI and humanoid robots [23]. - The Ministry of Industry and Information Technology has outlined plans to promote satellite communication services, aiming for over ten million users by 2030 [23].