华泰证券:“AI+消费”迎政策春风 推荐两条投资主线

格隆汇
Aug 29
华泰证券研报称,“AI+”正带来前所未有的变革,消费尤其是智能硬件企业也积极参与其中抢抓机遇。《关于深入实施“人工智能+”行动的意见》的出台将推动相关产业加速发展。对此,华泰证券梳理了两条投资主线:1.“AI+”硬件:看好AI眼镜、扫地机、全景相机、NAS以及3C配件五个领域;2.“AI+”基础设施:全民AI需求的增长又会反向拉动算力基础设施的投资。

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