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銀河證券:政策助力,智能健康家居賽道前景廣闊
銀河證券指出,3月27日,工業和信息化部、教育部、市場監管總局印發輕工業數字化轉型實施方案的通知,提出深化人工智能在智能家居等領域的賦能應用。據市場調研機構TechInsights最新報吿,2024年全球智能家居設備、服務及安裝費用支出將同比+7%至1250億美元,預計到2030年,這一支出將接近1950億美元。智能家居行業具備政策利好,在AI技術持續進階的支撐下,龍頭企業持續深化相關領域佈局,產品日趨多元、優質,智能健康家居賽道前景廣闊。我們看好家居行業AI應用方面的未來成長性。
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