也要看到，历史上所有的技术浪潮，在经历快速发展的过程中，过热难以避免，不过，总会有一些企业 脱颖而出，为社会创造巨大价值。在喧嚣中找寻方向，在鼓励技术创新与防范风险之间寻找平衡，为 AI产业营造健康的发展环境，需要业内各方的努力。 什么是高价值？就是AI要从基础应用走向深度应用，不只是回答问题或者做个视频，而是要能解决重 大需求痛点，能形成规模化应用，带动产业链上下游发展。有哪些AI的高价值应用场景？比如，智能 制造领域的"柔性生产"，工厂通过AI优化生产流程，实现按需定制，来降低库存成本和缩短生产周期。 当企业瞄准重复劳动多、劳动力紧缺、岗位高危、流程瓶颈多、决策复杂度高等场景，用好AI的优 势，能帮助其降成本、增利润、优决策。 当然，真正的泡沫源于概念炒作而非技术本身。对于投资者，应聚焦AI产业链的核心价值环节，通过 分散化配置降低风险。对于创业者，要保持清醒的头脑，避免盲目跟风，深化场景创新。那些能穿透市 场噪声，聚焦技术本质与商业价值的参与者，终将在这场技术革命中赢得未来。 当全球投资涌向AI赛道时，关于"AI泡沫"的争议也随之升温。中国的人工智能产业能否行稳致远，引发 不少人的关注。 从实践来看，我 ...

Core Insights - The debate over the "AI bubble" is intensifying as global investments flood into the AI sector, raising questions about the sustainability of China's AI industry [1] - Historical lessons from the internet bubble suggest that while initial excitement may lead to a bubble, a few companies will emerge post-bubble to create significant societal value [1] Group 1: Current State of AI in China - China's AI development is primarily driven by demand, focusing on practical applications rather than speculative investments [1] - As of June this year, the user base for generative AI in China reached 515 million, providing a solid foundation for AI training and optimization [1] - AI technologies are being integrated across various sectors, including agriculture, industry, and services, facilitating the transformation of traditional industries [1] Group 2: Future Prospects and Strategic Directions - The "14th Five-Year Plan" emphasizes the implementation of the "AI+" initiative, aiming to integrate AI with various sectors to enhance productivity and societal welfare [2] - High-value AI applications are expected to evolve from basic to deep applications, addressing significant pain points and enabling large-scale implementations [2] - AI can optimize production processes in smart manufacturing, helping companies reduce costs and improve decision-making in complex scenarios [2] Group 3: Investment and Entrepreneurial Strategies - The true bubble arises from concept speculation rather than the technology itself, urging investors to focus on core value segments within the AI industry [2] - Entrepreneurs are advised to maintain clarity and avoid following trends blindly, emphasizing the importance of deepening scenario innovation [2] - Participants who concentrate on the essence of technology and its commercial value are likely to succeed in the ongoing technological revolution [2]