Huaxi Securities released a research report stating that amid complex international dynamics and a new wave of technological and industrial transformation, instability and uncertainty have significantly increased. During this critical period of deepening reforms and strategic opportunities, the intelligent upgrading of industries is at a pivotal stage. Information and communication technologies, as key infrastructure for the next phase of technological advancement, emphasize three major areas: infrastructure network construction and innovative technology-driven industrial upgrades. The former includes AI computing infrastructure networks, integrated space-air-ground communication networks (encompassing low-orbit and low-altitude economies), and high-speed data exchange infrastructure. The latter primarily involves AI-powered edge device upgrades and industrial intelligent transformation.
The report highlights that general high-frequency scenarios have largely been mapped out, with leading internet companies continuously refining models to enhance user experience. As user habits around AI solidify, the industry is entering a phase of rapid iteration and intense competition. Future AI applications are expected to delve into more specialized and in-depth scenarios, such as education, healthcare, and office productivity.
With domestic large-scale models advancing through open-source iterations and the accelerated adoption of terminal products like AI phones and smart glasses, China's AI sector is making strides in policy-driven and industry-specific applications. The focus remains on advancing sectors like advanced manufacturing, particularly AI-driven industrial intelligence and digital transformation.
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