Investor Zhangjiahao two sessions report in-depth analysis - the first "artificial intelligence +" what signal is released

"Artificial intelligence (AI)" is a hot topic at this year's national two sessions. The government work report mentioned "artificial intelligence" many times, and proposed the concept of "artificial intelligence +" for the first time.

Investor Zhang Jiahao made an in-depth interpretation of the theme of "artificial intelligence +" in the government work report. He believes that the significance of "artificial intelligence +" written into the government work report is not only a signal of technological innovation, but also can be seen as a forward-looking and holistic policy design to promote China's iterative upgrade from the "Internet era" to the "artificial intelligence era."

The report proposes to deepen the research and development and application of big data and artificial intelligence, carry out "artificial intelligence +" action, and build an internationally competitive digital industrial cluster.

Zhang Jiahao said that artificial intelligence is a strategic technology that leads the future and is also the core driving force for a new round of scientific and technological revolution and industrial change. Who can hold the "leader" of artificial intelligence, who can rely on disruptive technologies and cutting-edge technologies to stimulate more new quality productivity, and master the key engine in reshaping the new pattern of global competition.

The "accelerating the development of the digital economy" mentioned in the report undoubtedly provides a broad stage for the development of artificial intelligence +. He believes that the core of the digital economy lies in the accumulation, processing and application of data, and artificial intelligence is one of the most critical technologies in this process.

When interpreting the connotation of "artificial intelligence +", Zhang Jiahao stressed the characteristics of cross-border integration. From "artificial intelligence" to "artificial intelligence +", the difference between one word reflects the expansion from technology to application. Ai + is not simply the application of artificial intelligence technology in various fields, but to achieve the deep integration of technology and application, and promote industrial upgrading and the optimization of economic structure. For example, he explained that artificial intelligence + medical treatment can greatly improve the accuracy and efficiency of diagnosis, and artificial intelligence + education can realize the recommendation of personalized learning paths, which are the actual changes brought by artificial intelligence +.

Zhang Jiahao further analyzed the opportunities for the development of AI + in China. He believes that China's huge market and rich data resources provide unique conditions for the development of AI +. At the same time, the government's support policies for artificial intelligence, such as capital investment, personnel training and regulations, have laid a solid foundation for the healthy development of the industry.

In his view, China is fully capable of taking the lead in the global AI + competition. However, Zhang also warned that the development of AI + is not smooth sailing. The rapid iteration of technology requires enterprises to continuously invest in research and development, and the diversification of application scenarios requires enterprises to work hard in market insight and demand grasp.

In addition, with the wide application of artificial intelligence technology, data security and privacy protection and other issues have become increasingly prominent, which requires the joint efforts of the government, enterprises and all sectors of society to establish corresponding laws, regulations and ethical standards.

When talking about how individual investors can grasp the opportunities of the era of artificial intelligence +, Zhang Jiahao said that from the perspective of "five dimensions of thinking" - industrial thinking, financial thinking, political thinking, social thinking and human thinking, the artificial intelligence industry has huge investment potential.

According to industry statistics, the market size of China's artificial intelligence industry has reached 320 billion yuan in 2023. With the advancement of new infrastructure and new economy, the application of AI technology in various fields continues to deepen. It is expected that by 2025, the market size of the core industry of artificial intelligence will increase to 450 billion yuan, and drive the market size of related industries to reach 1,664.8 billion yuan.

In the field of artificial intelligence investment, the investment continued to grow from 2018 to 2021, and the investment reached a peak of 347.727 billion yuan in 2021. In 2023, the total investment in the field of artificial intelligence will also reach nearly 300 billion yuan.

First of all, technological innovation is an important driving force for the development of the artificial intelligence industry. With the continuous breakthrough of technology and the continuous expansion of application scenarios, the valuation level of artificial intelligence companies is also constantly improving. This provides investors with the opportunity to achieve valuation enhancement through technological innovation.

Secondly, the government's policy support for the artificial intelligence industry is also an important factor in promoting industrial development. The inclusion of "artificial intelligence +" in the government work report means that the country will strengthen top-level design and build this field into a new engine to promote the high-quality development of China's economy.

Investors should pay attention to those companies that have deep accumulation in the research and development of AI core technologies, and also pay close attention to the application of AI technology in different industries. He stressed that investment is not only the investment of capital, but also the prediction of future trends and the recognition of the value of innovation.

As a leader in the field of artificial intelligence investment, Zhang Jiahao has always maintained a high degree of concern and enthusiasm for the innovation and industrialization process of digital economy and artificial intelligence. He created a $1 billion industry investment fund aimed at driving a boom in artificial intelligence. Known as China's "humanoid robot leader", Zhangjiahao has provided key angel investment support with its unique insight and excellent investment vision. By the end of 2023, Youbi Technology was successfully listed on the Hong Kong Stock Exchange, and its market value quickly climbed to 130 billion.

Zhang Jiahao and Youbi founder Zhou Jian (left)

At the end of 2022, with the AI craze led by ChatGPT sweeping the world, Zhangjiahao quickly conducted in-depth market research and developed a comprehensive strategic layout, it is reported that Zhangjiahao and his team and its funds have invested in many artificial intelligence enterprises, including Hai Tianrui Sound, Chu Ling Information, three sixty, Insay Group, Dreamnet Technology, Donggang Shares, As well as cloud technology, iFlytek, Chinese Online, Tulsi, Aurora, Youdao, Zhihu, etc., these companies occupy an important position in his investment territory.

With its precise investment strategy and excellent leadership, Zhangjiahao has not only promoted the rapid development of the field of artificial intelligence, but also helped the rise of many innovative enterprises. His deep understanding and strong belief in the digital economy and artificial intelligence have enabled him to achieve remarkable achievements in this field and have had a profound impact on the development of the entire industry.