
The World Artificial Intelligence Conference will be held, and AI application concept stocks with soaring performance have emerged
The 2025 World Artificial Intelligence Conference and the High-Level Meeting on Global Governance of Artificial Intelligence will be held in Shanghai from July 26 to July 28. Over 3,000 cutting-edge exhibits will be showcased, covering more than 40 large models, over 50 AI terminal products, 60 intelligent robots, and more than 100 "global debuts" and "China debuts" of new products, setting a record scale. According to statistics from Securities Times·Data Treasure, a list of concept stocks related to AI applications has been compiled based on announcements from listed companies, interactive platforms, research reports, and other content. These concept stocks involve multiple fields such as AI games, AI glasses, AI healthcare, AI agents, AI toys, AI film and television, AI education, and AI finance, totaling over 250 stocks. As of the close on July 16, the total market value of these AI application concept stocks in the A-share market exceeded 6.5 trillion yuan. Based on the performance forecasts that have been disclosed so far, some AI application concept stocks have shown good performance growth in the first half of this year. According to the lower limit of the forecasted net profit, 22 concept stocks are expected to see a year-on-year increase in net profit in the first half of this year. Seven stocks are expected to turn losses into profits in the first half of this year, namely Leo, Perfect World, MEDITECH, CEE, LCE, GuoXin Culture, and YANHUA SMARTECH

