• THE 4 Key Sectors for AI Investment

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    Generative AI and AI Agents

    Generative AI (such as large language models) and AI agents are currently hotspots for investment. These technologies are rapidly moving from the lab to practical applications, widely used in content creation, intelligent interaction, and other fields.

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    Computing Power Infrastructure

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    Data and Data Infrastructure

    Data is the “fuel” of AI. Data infrastructure (such as databases, data platforms) and application software (such as data analysis tools) constitute an important part of the AI industry chain.

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    AI+

    AI applications in fields like healthcare, finance, and autonomous driving are accelerating. For example, the number of AI medical devices approved in the United States has surged, and autonomous driving technology has been commercialized in several countries.

  • The global AI sector saw a total investment of 599.52 billion yuan, a year-on-year increase of 113%, demonstrating a high level of capital interest in AI.

  • Financial Technology (FinTech)

    With the surge in popularity of domestic large AI models, sectors like wealth management and investment are undergoing transformation. AI-powered financial products and risk management tools are emerging as new investment directions.


    The integration of AI into financial services is revolutionizing traditional wealth management and investment paradigms. With the rapid adoption of domestic large-scale AI models, we're witnessing:

    • Emergence of intelligent robo-advisors offering 24/7 personalized portfolio management

    • AI-powered risk assessment systems that leverage big data analytics for real-time market monitoring

    • Blockchain-integrated AI solutions enhancing transaction security and compliance automation

    • Algorithmic trading platforms with adaptive learning capabilities


      This sector is particularly attractive to institutional investors seeking to optimize asset allocation while mitigating operational risks through cognitive technologies.

    Smart Hardware/Robotics

    The commercial prospects for humanoid robots are heating up, leading to active performance of related sectors in the capital market. This represents the further integration of AI with hardware.

    The humanoid robotics industry represents the cutting edge of AI-hardware convergence, with commercial applications expanding across:

    • Industrial automation (next-generation collaborative robots with enhanced computer vision)

    • Consumer services (AI companions with emotional recognition capabilities)

    • Healthcare (surgical robots with machine learning-assisted precision)

    • Smart manufacturing (autonomous mobile robots for warehouse logistics)


      Key growth drivers include advancements in:

    • Edge computing enabling real-time decision making

    • Modular designs reducing production costs

    • Neuromorphic chips mimicking human brain functions


      The sector is projected to experience exponential growth as these technologies reach maturity.

    AI Industry Chain Investment

    Experts point out that future investment opportunities will expand to the midstream (data infrastructure) and downstream (application software) of the AI industry chain, where technological innovation and market demand growth are significant.

    The complete AI value chain presents stratified investment opportunities:


    Upstream

    (Chips/Sensors):

    • AI-optimized GPUs and ASIC development

    • Quantum computing hardware breakthroughs

    Midstream

    (Data Infrastructure):

    • Next-gen data centers with liquid cooling systems

    • Federated learning platforms ensuring data privacy

    Downstream

    (Application Layer):

    • Vertical SaaS solutions for specific industries

    • AI-powered content generation tools

    • Autonomous system deployment platforms

    Emerging trends include:

    • Hybrid AI models combining neural networks and symbolic reasoning

    • MLOps (Machine Learning Operations) infrastructure development

    • Ethical AI frameworks and governance tools

    Cross-sector synergies are creating new opportunities at the intersection of these domains, particularly in:

    • AIoT (AI+IoT) smart ecosystems

    • Digital twin implementations

    • Metaverse infrastructure development