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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。

撰稿: 笵國和研究分析員
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