计算机行业周报:国内多模态AI应用全更新!物理AI产业化加速!

申万宏源研究
Aug 03

本期投资提示:本周周报要点:1) Figma 上市,国内多模态AI 应用进展更新;2)物理AI 产业化加速,下一代AI 进入场景落地阶段;3)重点公司更新:金山办公(发布WPS AI3.0,Agentic AI 构建自主思考+执行)、迈富时(AI Agent 产品商业化加速!)、海康威视(中报利润超预期,AI+千行百业商业化加速)。Figma 上市,催化AI+设计及多模态应用高关注,多模态AI ...

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