【导读】基金经理解读《关于深入实施 " 人工智能 +" 行动的意见》：全新动力注入， AI 将成为推动中国经济高质量发展重要引擎 中国基金报 公募报道组 8 月 26 日，国务院发布《关于深入实施 " 人工智能 +" 行动的意见》（以下简称《意见》），以科技、产业、消费、民生、治理、全 球合作等六大领域为重点，深入实施 " 人工智能 +" 行动，推动人工智能与经济社会各行业各领域广泛深度融合。 二级市场上，人工智能相关个股表现抢眼，近期呈现快速拉升趋势，仅8月份主题指数涨幅即高达35%。 < w 万得人工智能指数(866095) 08-29 15:00:06 2296.00 昨收 2336.20 成交额1889.72亿 成交量 29.54亿 -40.20 -1.72% 六十 2299.88 上涨 11 下跌 平盘 1 38 最高价 2314.87 市盈率 85.4 近20日 36.44% 最低价 2254.92 市净率 7.78 今年来 49.60% 分时 五日 日K 周K 月K 更多 ◎ 叠加 设均线 MA 5:2243.32↑ 10:2096.18↑ 20:1917.52 2424.98 1905.27 ...

【导读】基金经理解读《关于深入实施"人工智能+"行动的意见》：全新动力注入，AI将成为推动中国经济高质量发展重要引擎 8月26日，国务院发布《关于深入实施"人工智能+"行动的意见》（以下简称《意见》），以科技、产业、消费、民生、治理、全球合作等六大领域为 重点，深入实施"人工智能+"行动，推动人工智能与经济社会各行业各领域广泛深度融合。 该文件有何标志性意义？对AI产业有何影响？将衍生出怎样的投资机会？对此，中国基金报采访了六位公募投资人士，解读政策对产业发展和市场投 资的影响，他们是嘉实信息产业基金经理李涛、中欧数字经济基金经理冯炉丹、华泰柏瑞基金基金经理陈文凯、创业板人工智能ETF国泰基金经理麻 绎文、创业板人工智能ETF华宝基金经理曹旭辰和长城基金基金经理刘疆。 嘉实基金李涛：《意见》是继2015年"互联网+"行动之后的新一轮国家级产业发展政策，具有深远的战略意义和实践价值。 中欧基金冯炉丹：政策将显著加速AI产业从概念验证向规模化应用的跃迁。 华泰柏瑞基金陈文凯：《意见》出台后，中国AI产业投资从过去的主题驱动转向以"技术突破、商业落地、业绩兑现"为核心的景气投资新阶段。 国泰基金麻绎文：AI将融入千 ...

Core Viewpoint - The article discusses the advancements and strategic positioning of Jiyue Xingchen, a leading AI model startup, in the context of the evolving AI landscape, particularly focusing on the development of AI Agents and the pursuit of Artificial General Intelligence (AGI) [2][25]. Group 1: AI Model Development and AGI - Jiyue Xingchen emphasizes the importance of integrated multimodal models for understanding and generating tasks, which is crucial for the development of AI Agents [2][11]. - The company has set a goal to achieve AGI, defining it as the ability of models to perform 50% of human tasks by 2030, and has outlined a three-phase roadmap: Simulated World, Exploratory World, and Inductive World [7][10]. - The first phase involves imitation learning from vast internet data, while the second phase focuses on problem-solving capabilities through slow thinking and reinforcement learning [8][10]. Group 2: AI Agent and Market Positioning - The concept of AI Agents is gaining traction, with predictions that 2025 will be a pivotal year for their adoption, driven by the need for strong reasoning capabilities and multimodal understanding [25][26]. - Jiyue Xingchen aims to create a platform for intelligent terminals that can autonomously assist users in complex tasks, highlighting the importance of both automatic and proactive functionalities in AI Agents [27][28]. - The company differentiates itself by focusing on comprehensive multimodal capabilities, which are essential for achieving AGI and enhancing user interaction [12][11]. Group 3: Technological Trends and Future Directions - The article notes that the AI model landscape is rapidly evolving, with significant advancements in reasoning models and the integration of multimodal capabilities [14][15]. - Jiyue Xingchen is actively working on improving reasoning efficiency and exploring how reinforcement learning can be applied in various domains, including mathematics and coding [16][18]. - The integration of understanding and generation tasks in multimodal models is identified as a critical area for future development, with ongoing efforts to enhance this capability [19][20].