The Report is produced in Chinese only.
人工智慧業或進入黃金發展期 近日,國家發改委印發《“互聯網+”人工智慧三年行動實施方案》。2018年,將在重點領域培育若干全球領先的人工智慧骨幹企業,初步建成基礎堅實、創新活躍、開放協作、綠色安全的人工智慧產業生態,形成千億級人工智慧市場應用規模。《方案》還指出要推動互聯網與傳統行業融合創新,同時將佈局物網人工智慧服務,包括智慧家居、車載、醫療、教育等領域,毫無疑問,人工智慧技術將成為各行業變革的動力源泉。 2016年以來資本市場對人工智慧關注明顯提高,儘管產業仍處於前期發展階段,國家即提出千億級的目標,顯示對於人工智慧的特別重視,未來預期將不斷會有政策的支持與指引。我們相信,人工智慧行業將進入黃金發展階段,亦有望產生一批專注於不同細分領域的優秀公司,建議關注金山軟體(3888 HK)、網龍(777 HK)、舜宇光學科技(2318 HK)、中興通訊(763 HK)等。 |
|
|
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.