中国基金报·2025-07-26 09:41Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai showcased significant advancements in AI technology, highlighting China's innovative capabilities and potential investment opportunities in the sector [1][10][34]. Group 1: Event Highlights - The conference featured participation from over 30 countries, 12 Turing Award winners, and more than 800 companies, with over 3000 cutting-edge exhibits, marking the largest scale in its history [3][9]. - Major companies like Huawei, Alibaba, Tencent, and iFlytek presented groundbreaking products, including Huawei's Ascend 384 super node and Alibaba's self-developed AI glasses [5][7][12]. Group 2: Technological Advancements - Key highlights included advancements in large models and embodied intelligence, with over 40 new large models focusing on industry-specific applications [9][20]. - The exhibition showcased over 60 intelligent robots demonstrating high-precision operational capabilities, indicating maturity in motion control and scene transfer [9][20]. - Innovations in computing power and terminal collaboration were evident, with products like UniPoD supporting large-scale heterogeneous computing clusters [9][20]. Group 3: Investment Opportunities - The AI chip and computing power sectors are poised for growth, particularly following Huawei's introduction of a high-performance computing architecture that addresses AI demands [18][19]. - The potential for a surge in China's semiconductor industry is anticipated as domestic companies overcome restrictions and enhance their capabilities [18][19]. - Future investment opportunities are identified in AI infrastructure, embodied intelligence, generative AI, AI agent ecosystems, and AI smart terminals [36].