Guotai Haitong said in a research note that the "Opinions on Developing New Quality Productive Forces" offers systemic support across technology innovation, industry cultivation, application scenarios and factor guarantees, which it expects to accelerate the industrialization of AI and other frontier technologies and deepen integration between the digital and real economies. The brokerage flagged domestic compute chips, AIDC, large models and AI applications, industrial software, industrial internet and data elements as areas to watch, along with embodied intelligence, brain-computer interfaces, quantum technology and commercial space.