节奏判断:相关领域的下一波趋势大概率出现在三季度。具体而言:(1)ToB 端的AI 商业化落地具有阶段性特征,企业级软件第一波推广使用后,预计在25Q3 体现效果,迎来第二波客户。(2)智能驾驶领域,如锐明技术和黑芝麻智能有望在下半年分别于欧洲前装市场和车型定点方面取得较大进展,渗透率提升趋势下相关产业链厂商有望受益。(3)金融IT 领域,年初以来持续推荐新大陆等公司再到稳定币的持续产业变化,...
Source Link节奏判断:相关领域的下一波趋势大概率出现在三季度。具体而言:(1)ToB 端的AI 商业化落地具有阶段性特征,企业级软件第一波推广使用后,预计在25Q3 体现效果,迎来第二波客户。(2)智能驾驶领域,如锐明技术和黑芝麻智能有望在下半年分别于欧洲前装市场和车型定点方面取得较大进展,渗透率提升趋势下相关产业链厂商有望受益。(3)金融IT 领域,年初以来持续推荐新大陆等公司再到稳定币的持续产业变化,...
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