A recent research report from China Galaxy Securities underscores the importance of maintaining a steadfast focus on the realm of artificial intelligence, particularly emphasizing three pivotal directions. Firstly, the report stresses the significance of the "hardcore foundation," encompassing critical, domestically controllable components such as computing power infrastructure, high-end chips, and large-scale foundational models. Secondly, it highlights the expansion efforts of leading firms into overseas markets, primarily centering on the development of international computing power infrastructure, overseas product offerings, and AI Agent subscription models, which are anticipated to generate additional revenue streams for enterprises. Thirdly, the report emphasizes the leadership of AI+ application firms, particularly those with robust potential for monetization in specific scenarios. It advocates for closely tracking leading enterprises in high-value scenarios like AI+ office solutions, AI+ financial services, and intelligent connected vehicles, while also keeping an eye on pioneering firms in the AI+ healthcare sector.
