#美国证券交易委员会推进数字资产监管框架创新 $The underlying logic of AIOT's strength is actually very clear - the four forces of policy, technology, scenario, and ecology are working at the same time.

At the policy level, the national "artificial intelligence +" strategy and the "East Data and West Computing" project have directly built industrial infrastructure, and more than 300 cities are promoting smart city projects, and the demand side has been fully activated. The technology is not idle, the lightweight large model has begun to land in the terminal, 5G RedCap and Wi-Fi 7 have solved the transmission blockage, the efficiency of edge devices has increased by 40%, and the two old and difficult problems of computing power and latency have finally made a breakthrough.

Let's look at the application side. Industrial predictive maintenance and smart home scenarios have entered the stage of scale from concept, and equipment shipments are expected to exceed 1.5 billion units in 2025, and the situation of "consumption + industry" two-wheel growth has almost been formed. Domestic companies have won 40% of the global market share in the field of modules, HarmonyOS and other ecosystems are doing closed-loop integration, and capital is also concentrating on betting on core hardware.