计算机行业快评报告：促进“人工智能+消费”，支持新型消费发展

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [5][9]. Core Insights - The report emphasizes the importance of the "New Consumption" policy, which aims to boost demand for consumer electronics through subsidies for new purchases, particularly in mobile phones, tablets, and smart wearables [3]. - It highlights the role of innovative technologies such as VR/AR/XR and AI in enhancing digital consumption experiences, suggesting that these technologies will significantly improve consumer engagement in various digital scenarios [3]. - The report identifies "Artificial Intelligence + Consumption" as a key driver for new consumption patterns, with a focus on high-growth areas such as autonomous driving, smart wearables, and robotics [4]. - It discusses the potential growth of the low-altitude economy, driven by improved infrastructure and innovations in consumer drones and eVTOL products, which are expected to stimulate demand in low-altitude tourism and related sectors [4]. Summary by Sections Policy Impact - The "Action Plan" aims to promote the green and intelligent upgrade of durable consumer goods, including automobiles and home appliances, through increased support for trade-in programs [3]. - The plan also encourages the development of new consumption models and the enhancement of digital consumption through quality e-commerce initiatives [3]. Technology Integration - The report suggests that integrating advanced technologies into consumer experiences will lead to a more immersive and multi-modal engagement for consumers, particularly in e-commerce and smart home applications [3]. - It emphasizes the need for digital technologies to empower various consumption scenarios, enhancing the overall consumer experience [3]. Growth Opportunities - The focus on AI-driven products is expected to create a high-growth consumer market, particularly in sectors like autonomous vehicles and smart devices [4]. - The report encourages investment in sectors benefiting from the low-altitude economy, which is anticipated to grow due to regulatory improvements and infrastructure development [4].