The State Council has recently issued the "Opinions on Further Implementing the 'AI+' Initiative," offering significant policy support to the burgeoning 'AI+Consumption' sector. In light of this development, Huatai Securities emphasizes two investment themes: Firstly, 'AI+' hardware, encompassing AI glasses, robotic vacuum cleaners, panoramic cameras, Network Attached Storage (NAS) devices, and 3C accessories; Secondly, 'AI+' infrastructure, poised to benefit from heightened investments in computational power spurred by the surging public demand for AI services.