国常会通过“人工智能+”政策,AI应用迎顶层驱动——计算机8月观点

国泰海通证券研究
Aug 05, 2025

报告导读过去一个月人工智能政策密集出台,上海新政推出10亿元专项补贴券直击AI应用落地难的产业痛点,国常会通过“人工智能+”行动深入AI产业发展,国家互联网信息办公室就安全问题约谈英伟达,国产大模型及AI应用发展落地将持续加速。核心观点投资建议:过去一个月人工智能政策密集出台,上海新政推出10亿元专项补贴券直击AI应用落地难的产业痛点,国务院审议通过“人工智能+”行动深入AI产业发展,国家互联网...

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