According to a research report by HT Securities, the "AI+" trend is catalyzing a transformative shift, with smart hardware companies eagerly embracing this evolution to capitalize on emerging opportunities. The recent release of the "Opinions on Deepening the Implementation of the 'AI+' Action Plan" is expected to further accelerate the growth trajectory of related industries. HT Securities has identified two key investment themes: Firstly, the "AI+" hardware sector, which showcases a promising outlook across five major areas—AI glasses, sweeping robots, panoramic cameras, Network Attached Storage (NAS), and 3C accessories. Secondly, the "AI+" infrastructure sector, where the surging public demand for AI is anticipated to fuel investments in computational power infrastructure.