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能+”六大重点领域，无论对于产业还是投资都具备清晰的指导价值。　　刘疆特别指出三大受益方向：算力作为AI发展的“硬基础”受益明显，整个产业链包括算力芯片、服务器生产、光通信、PCB、液冷散热及电源等细分板块，景气度都有望快速上升；大模型能力建设作为“软实力”，国内模型水平的提升将带动应用生态繁荣；数据要素作为“新燃料”，其产业化进程将加速推进。　　除了政策利好，刘疆还指出AI产业本身正在发生积极变

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