



- SUPPLY CHAIN OPTIMIZATION
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- SUPPLY CHAIN OPTIMIZATION



- SUPPLY CHAIN OPTIMIZATION
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- SUPPLY CHAIN OPTIMIZATION

THE 4 Key Sectors for AI Investment
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.
Computing Power Infrastructure
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.
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

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