Huatai Securities: "AI + Consumption" Welcomes Policy Spring Breeze Recommended Two Investment Themes

Huatai Securities research report stated that "AI+" is bringing unprecedented changes, and the consumer sector, especially smart hardware companies, are actively participating to seize opportunities. The introduction of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+'" will promote the accelerated development of related industries. In response, Huatai Securities outlined two investment themes: 1. "AI+" hardware: optimistic about AI glasses, robotic vacuums, panoramic cameras, NAS, and 3C accessories; 2. "AI+" infrastructure: the growth of mass AI demand will drive investment in computing power infrastructure.