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AI+组合系列报告之三:“人工智能+”应用爆发的奇点即将到来
Shenwan Hongyuan Securities·2025-11-10 14:43

Group 1 - The report emphasizes that "Artificial Intelligence+" is a new top-level design following "Internet+", with the release of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" in 2025 marking a critical point for China's AI development [6][19][22] - The report highlights the need for a robust infrastructure to support AI applications, including data supply, algorithm openness, and accessible computing power, which are essential for the widespread adoption of AI technologies [24][25][27] - The report identifies four key vertical applications of AI: education, healthcare, entertainment, and government services, which are expected to see significant growth and innovation [30][31] Group 2 - The report outlines that the new generation of smart terminals, such as AI-connected vehicles and smart home devices, will play a crucial role in stimulating domestic demand and are expected to see rapid penetration during the 14th Five-Year Plan period [34][37] - The report states that AI will drive a revolutionary leap in productivity, focusing on accelerating scientific discoveries, enhancing R&D efficiency, empowering manufacturing upgrades, and facilitating breakthroughs in future industries [38][40] - The report concludes that the implementation of the "Artificial Intelligence+" strategy will lead to a more diverse and clear direction for AI development, indicating a new phase of comprehensive application explosion [19][22][38]