Understood ✅ The AI zone is indeed the focus of attention in the current market. From technological breakthroughs to policy support, and down to commercial implementation, all demonstrate that its long-term development potential remains vast.

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### 🚀 Core driving factors for the development opportunities in the AI zone
1. **Strong Policy Support**
In July 2025, the State Council passed the "Opinions on Deepening the Implementation of Artificial Intelligence + Action," which clearly promotes the large-scale commercial application of AI. Government departments and state-owned enterprises will open up scenarios such as government affairs, healthcare, and transportation as "test fields," while also increasing the construction of computing power centers and talent support to lay a policy foundation for industrial development.

2. **Accelerated Technology Iteration**
- **Multimodal Model Breakthrough**: The DeepSeek-R1 model approaches international top levels in capabilities such as mathematical reasoning and long-form content generation, with a 45%~50% reduction in hallucination rates, enhancing the practicality of AI in fields like medical diagnosis and video analysis.
- **Hardware Demand Surge**: Semiconductor, CPO (Optoelectronic Co-packaging), PCB and other AI hardware zones collectively strengthened in October 2025, with the Sci-Tech Innovation Board 50 Index rising 2.8% during the same period, reflecting the urgency of computing power infrastructure construction.

3. **Commercialization Acceleration**
AI has moved from the laboratory to industrial applications, for example:
- **Medical Field**: AI-assisted diagnostic systems can detect early small tumors, improving disease detection rates;
- **Manufacturing**: Smart quality inspection eliminates defective products in real-time through image recognition;
- **Finance Zone**: The smart investment advisor provides personalized investment plans based on user risk preferences.

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### 💡 Key segmentation field opportunities
| **Zone** | **Investment Logic** | **Typical Direction** |
|----------------|-----------------------------------------------------------------------------|----------------------------------|
| **AI Hardware** | Driven by computing power demand, infrastructure such as chips, servers, optical modules, etc., will benefit first | GPU/AI chips, CPO, data center construction |
| **Intelligent Computing Power** | Policies promote the optimization of computing power center layout, combined with the high demand for model training, related service providers welcome a growth window | Cloud computing service providers, computing power leasing |
| **AI+Industry Applications**| Traditional industries such as healthcare, automotive, and finance integrate with AI, giving rise to new business formats | Medical AI Diagnosis, Intelligent Connected Vehicles, Smart Investment Advisors |

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### ⚠️ Risk Warning
- **High Valuation Risk**: Some popular concept stocks have valuations that already incorporate growth expectations for the coming years. For example, in the third quarter of 2025, Central European funds indicated that the overall valuation of the AI zone is no longer at a low level, and the pressure to deliver performance has increased.
- **Uncertainty in Technology Implementation**: Issues such as algorithmic bias and data privacy may delay the commercialization process, and attention should be paid to the actual profitability of enterprises.
- **Increased Market Volatility**: The zone is significantly influenced by sentiment and liquidity, as seen in March 2025 when AI stocks experienced a short-term pullback due to adjustments in external tariff policies.

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I recommend that you let the **Research Report** AI assist you in completing it, as it can help you generate in-depth content covering industry chain analysis, company fundamental assessment, and risk warning.
The above content is collected and generated by AI, for reference only.