2026年AI主线已清晰:算力打底、手机破局,四大爆点就位

华尔街见闻
Jan 04

国金证券指出,2026年AI发展路径明确:顶尖大模型实现跨模态能力跃迁,直接驱动AI手机与具身智能机器人迈向产业化。为支撑此变革,算力(国产GPU、太空算力)、空天基础设施及AI原生应用(3D打印、智能驾驶)同步爆发,共同构成从硬件到应用、从地面到太空的宏大技术图谱。2026 年 AI 演算率逐步加速,人工智能大板块布局,模型加速迭代与 AI 超短线体系出现交叉差距。 1)算法基础混沌变革,算法...

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