换机潮+技术迭代双轮驱动,PC龙头锚定AI赛道价值中枢上移

砍柴网
Aug 01

近日,2025世界人工智能大会(WAIC 2025)在上海举办,展会规模创历史新高,成为观察AI产业落地的风向标。相比前两年企业强调基础AI大模型的预训练,今年各大企业都在寻求AI agent在传统领域(金融、法律、编程、办公、医疗等)的应用落地,整体更接地气并强调商业闭环。华泰证券发布报告指出,以联想“天禧”AI PC智能体、为代表的应用案例,标志着AI Agent正加速渗透至消费电子、金融、...

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