国务院推进人工智能行动文件正式发布，政策支持与产业共振

Investment Rating - The report rates the computer industry as "Outperform" [1]. Core Insights - Artificial Intelligence (AI) is a significant driver of the new technological revolution and industrial transformation, with the AI industry poised for substantial growth due to ongoing technological advancements and policy support [4][5]. - The launch of DeepSeek-V3.1 on August 21 has significantly enhanced performance and is designed for next-generation domestic chips, indicating a trend towards a unified ecosystem of domestic models and chips [4]. - The State Council's recent release of the "AI+" action plan aims for deep integration of AI with six key areas by 2027, targeting over 70% adoption of new-generation smart terminals and agents [5][6]. - By 2030, AI is expected to fully empower high-quality development, with over 90% adoption, establishing the smart economy as a crucial growth pillar [5]. - The report emphasizes the importance of a development loop from AI infrastructure to foundational models and applications, maintaining a positive outlook on the computer sector [4]. Summary by Sections AI Industry Development - The AI industry is rapidly evolving, supported by government policies and technological advancements, with a focus on creating a unified ecosystem between domestic AI models and chips [4][5]. - The State Council's action plan outlines six key areas for AI integration, including science, industry, consumption, welfare, governance, and global cooperation [6][7]. Policy Support and Infrastructure - The report highlights the government's commitment to enhancing the AI innovation ecosystem by strengthening computing, algorithms, and data supply, as well as increasing policy support and talent development [7]. - Measures include optimizing the application environment for AI and promoting the intelligent transformation of software service firms [7].