Declining Model Costs Combined with "AI+" Policy Advancement: AI Application Value Chain Analysis and Concept Stock Overview

English summary

Time: 2026-07-31 12:52:53. Recently, OpenAI announced significant price cuts for its two latest AI models, GPT-5.6 Terra and GPT-5.6 Luna; the Kimi team opened the weights of the Kimi K3 model, reducing call costs and enriching open-source supply; a high-level meeting upgraded "AI+" to "in-depth implementation" and first proposed "developing new forms of intelligent economy," while deploying the construction of a "six networks" including a computing power network. Driven by multiple factors, A-share AI application sectors continued to strengthen, with AI marketing, digital creativity, office software, enterprise services, education, and content generation active. This article analyzes the AI application value chain and lists related concept stocks to explain the upward momentum. ...