本篇报告通过复盘2010-2015 年“互联网+”行情,来论证在海外科技巨头引领的AI 硬件端侧变革当下,AI 应用有望爆发,传媒互联网龙头公司以及各细分领域龙头具备较强的长期布局价值。以史为鉴,AI 智能终端变革有望再现移动互联网时代强者通吃局面。通过复盘2010-2015 年后“互联网+”行情,我们认为在AI 硬件端侧有望突破的当下,在移动互联网时代红利加持下成长起来的互联网龙头公司拥有雄厚的...
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