【东吴基金丁戈：AI产业发展空间广阔 2025年关注五大细分板块】金十数据1月23日讯，东吴基金高级研究员丁戈表示，中国的AI产业目前处于快速发展阶段。首先，从政策端来看，国内政策对科技创新的支持力度非常大。其次，从产业链方面来看，从AI硬件到应用端，中国企业在多个环节都有布局，产业链日趋完善。最后，从市场潜力方面看，中国市场目前的规模和需求或为AI产业提供广阔的增长空间。展望2025年AI投资，丁戈认为，有五大板块值得关注：一是AI算力板块，包括光模块、PCB等产业链；二是AI硬件板块，如AI手机、AIPC、AIOT设备；三是智能驾驶板块，主要包括智能驾驶产业链上的优质企业；四是AI人形机器人板块，该板块在2025年下半年可能成为市场关注的焦点之一；五是软件与传媒板块，如AI办公软件等。
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