通信行业动态报告:“十五五”全面实施“人工智能+”行动 中美经贸磋商达成基本共识

中信建投证券
Oct 27, 2025

核心观点最新公布的“十五五规划”明确要加快人工智能等数智技术创新,强化算力、算法、数据等高效供给,全面实施“人工智能+”行动,全方位赋能千行百业。中美经贸磋商上,双方以今年以来两国元首历次通话重要共识为引领,围绕美对华海事物流和造船业301 措施、延长对等关税暂停期等双方共同关心的重要经贸问题,进行了坦诚、深入、富有建设性的交流磋商,就解决各自关切的安排达成基本共识。我们认为,当下AI 大模型的...

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