金吾财讯 | 人工智能板块走强，截至发稿，上海复旦（01385）涨12.48%，迈富时（02556）涨8.98%，海致科技集团（02706）涨6.82%，澜起科技（06809）涨5.05%，商米科技-W（06810）涨4.95%，阅文集团（00772）涨4.69%。消息面上，从工业和信息化部了解到，我国将以制造业为主战场、以应用牵引为主线，推动人工智能产业高水平赋能新型工业化。据了解，工业和信息化部已经组织近30场人工智能赋能新型工业化“深度行”活动，促成5000余家企业供需对接。支持创建北京、济南—青岛等18个国家人工智能创新应用先导区，推动产业界研制近200项人工智能关键技术标准，设立600亿元国家人工智能产业投资基金。另一消息面上，高盛表示，中国AI价值链已形成内循环，覆盖先进半导体、开源大模型、AI应用层。当前AI相关上市公司总市值规模接近5万亿美元，AI股票占A股港股总成交额57%。中国AI企业在全球AI市场收入占比24%，资本开支占14%，国内外技术差距持续收窄，AI产业长期增长逻辑稳固。
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