消息面上，据央视新闻，国务院日前印发《关于深入实施"人工智能+"行动的意见》（以下简称《意 见》）。《意见》提出加快实施6大重点行动。一是"人工智能+"科学技术，加速科学发现进程，驱动技 术研发模式创新和效能提升，创新哲学社会科学研究方法。二是"人工智能+"产业发展，培育智能原生 新模式新业态，推进工业全要素智能化发展，加快农业数智化转型升级，创新服务业发展新模式。三 是"人工智能+"消费提质，拓展服务消费新场景，培育产品消费新业态。四是"人工智能+"民生福祉，创 造更加智能的工作方式，推行更富成效的学习方式，打造更有品质的美好生活。五是"人工智能+"治理 能力，开创社会治理人机共生新图景，打造安全治理多元共治新格局，共绘美丽中国生态治理新画卷。 六是"人工智能+"全球合作，推动人工智能普惠共享，共建人工智能全球治理体系。 东莞证券认为，人工智能是科技行业成长的核心驱动力，也是世界各国科技竞争的主战场，以 DeepSeek为代表的国产大模型持续降本增效，有助于加速AI应用场景落地，而国家政策的大力支持， 也将推动AI手机与PC、智能网联新能源汽车与智能机器人等新一代智能终端加速普及，上游算力、下 游终端与应用 ...

8月25日，A股三大指数集体上涨。截至发稿，上证科创板人工智能指数（950180.CSI）涨3.68%。 湘财证券指出，2025年以来，消费电子延续复苏态势，人工智能技术的进步推动AI基建需求维持高景 气，同时，AI技术在终端上的落地推动端侧硬件升级，推动端侧SOC、散热材料等零部件赛道景气度高 企，看好AI基建、端侧SOC的投资机会。在DeepSeek发布后，开源模型能力快速迭代，开源阵营快速 扩大，AI公司在AI应用上进一步发力，有望推动AI应用加速发展，看好AI应用的投资机会。 东吴证券指出，全球人工智能产业进入高速发展通道。据IDC统计，2019-2023年，市场规模从19170亿 美元增长至47327亿美元；2027预计规模超过11.6万亿美元。据艾瑞咨询预测，2025至2029年中国AI产 业将保持32.1%的年均复合增长率，在2029年突破1万亿的市场规模，大模型、具身智能、智能驾驶成 为增长引擎。C端AI工具正从"尝鲜"转向"刚需"，预计未来两年渗透率将进一步提升，推动生活与工作 方式的智能化变革。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策 ...

Group 1 - A-shares showed a positive trend on June 30, with the STAR Market AI ETF (588930) rising by 1.15% and trading volume exceeding 10 million yuan [1] - The ETF has seen a net inflow of over 20 million yuan in the past two days, indicating strong investor interest [1] - The STAR Market AI ETF tracks the CSI STAR Market AI Index, which includes 30 large-cap companies involved in providing resources, technology, and application support for AI [1] Group 2 - Tencent and Alibaba have launched advanced AI models, indicating an acceleration in the competition among major players in the AI sector [2] - There is a shift in active capital from pharmaceuticals and consumer sectors towards technology and finance, with structural opportunities expected to dominate the mid-year reporting season [2] - The resumption of IPOs for technology companies in the third quarter is anticipated to refocus market attention on the tech sector, with AI expected to be a key area for structural opportunities [2] Group 3 - Global supply and demand dynamics are expected to change significantly by 2025, with a focus on AI hardware deployment and domestic demand driving replacement demand [3] - Investment recommendations include four main themes: AI terminals, domestic demand recovery, computing infrastructure, and self-sufficiency in the semiconductor supply chain [3] - Specific areas of interest include AI smartphones and glasses, semiconductor cycle recovery, GPU and server industries, and advanced packaging in the materials sector [3]

Group 1 - The A-share market opened lower on March 28, with the Sci-Tech Innovation Board Artificial Intelligence ETF (588930) showing a fluctuating trend, up 0.41% with a premium rate of 0.02% [1] - The ETF tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180.CSI), which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for artificial intelligence [1] - Recent measures from the Ministry of Commerce aim to promote the application of technologies like artificial intelligence in the consumer sector, indicating a government push towards "AI + consumption" scenarios [1] Group 2 - According to Industrial Securities, the domestic AI industry chain has seen significant catalysts since the 2025 Spring Festival, leading to a vibrant market narrative and potential new highs [2] - The narrative around the AI industry is becoming clearer, with benefits observed across the entire industry chain, from upstream to downstream, and accelerating towards various application scenarios [2]