Recently, multimodal AI stocks in the A-share market have surged collectively, with standout performers including Kaipu Cloud, Thundersoft, and Rockchip Technology. This surge could be attributed to the recent policy initiative by the State Council, which released the "Opinions on the In-depth Implementation of the 'AI+' Action." The document outlines that by 2027, AI will be deeply integrated into six key sectors, with smart terminal adoption rates projected to exceed 70%. By 2030, AI is expected to comprehensively drive high-quality development, with adoption rates poised to surpass 90%, positioning the smart economy as a significant growth driver. This policy impetus has drawn substantial market attention and capital inflows into multimodal AI stocks in the A-share market.