从广泛连接的"互联网+"，到创新引领的"人工智能+"，中国的数智化征程始终以非凡的创造力拥抱未 来。产业经济在一次次技术跃迁中强势崛起，谱写着令世界瞩目的"春天故事"。 智能新画卷，规划是起笔。2025年7月31日，国务院常务会议审议通过《关于深入实施"人工智能+"行动 的意见》，推动人工智能在经济社会发展各领域加速普及、深度融合，构建"以创新带应用、以应用促 创新"的良性循环。 "这一战略部署，不仅是对历史政策的接续，也鸣响了新经济纪元的发令枪。"恒友汇宏观经济研究室如 是评价。回溯2015年7月，《国务院关于积极推进"互联网+"行动的指导意见》发布，开启中国千行百业 数字化转型的恢弘篇章。如今"人工智能+"行动的落地，则标志着数字中国迈入智能驱动新阶段，构筑 了赋能新质生产力、重塑国家竞争力的核心引擎。 当新技术叩响时代大门，恒友汇这一资深会员服务平台，正以"'点'破技术、'线'链生态，'面'向会员"的 立体布局，开启"人工智能+"的新航程。 "点"破技术 夯实服务基石 技术突破是"人工智能+"的第一落点。在政策与时代双重驱动下，作为中国由"金融科技"迈向"科技金 融"的践行者，恒友汇联合生态伙伴恒生活数 ...

Core Conclusions - The WAIC 2025 showcased significant advancements in the domestic AI industry, highlighting the emergence of new AI chips and computing power solutions from local manufacturers [2][5][19] - The event emphasized the importance of AI commercialization and the integration of large models into practical applications, moving beyond mere demonstrations to real-world implementations [2][18] Group 1: AI Industry Developments - The WAIC 2025 featured the launch of Huawei's Ascend 384 Super Node, marking a milestone in China's AI computing infrastructure, with capabilities including ultra-large bandwidth and low latency [5][19] - Major AI chip manufacturers, such as Suirian Technology and Muxi, introduced their latest AI chips, indicating a significant breakthrough in domestic AI chip technology [6][7] - The event highlighted the growing trend of AI applications in various sectors, including humanoid robots and intelligent driving, showcasing how large models are being integrated into products and workflows [2][18] Group 2: Market Trends and Investment Opportunities - The communication sector experienced a shift in capital allocation, with AI chip and server segments seeing an uptick in investment, driven by the WAIC and external factors like Google's strong financial performance [9][12] - The report suggests focusing on companies with high growth potential in the AI computing chain, particularly in areas like IDC, computing leasing, and domestic optical modules [15][22] - The upcoming satellite industry developments are expected to catalyze investment opportunities, with new projects and testing phases set to begin [14][15]

Group 1 - The first cross-border renewable energy project in Asia, the Mengsong 600 MW mountain wind power project, has commenced commercial operation with the first batch of 300 MW installed capacity. This project is the largest single wind power project in Southeast Asia and is led by China Electric Power Construction [1] - The launch of the consumer-grade exoskeleton robot VIATRIX by Aoshark at the 2025 World Artificial Intelligence Conference (WAIC) features an adaptive AI algorithm and a floating hip joint structure, aimed at enhancing user performance in various activities [1] - The first satellite communication rescue practice in the industry was successfully conducted with the Wanjie M9 vehicle, which utilized satellite communication to request emergency assistance in a remote area where cellular signals were unavailable [1] Group 2 - Suiruan Technology announced the release of its next-generation AI chip, Suiruan L600, which is designed for high-performance AI computing with a storage capacity of 144 GB and a storage bandwidth of 3.6 TB/s, significantly surpassing the performance of Nvidia's H20 GPU [1]