综合行业周报:AI需求可预见性愈发清晰,关注Robotaxi产业机会

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(以下内容从开源证券《综合行业周报:AI需求可预见性愈发清晰,关注Robotaxi产业机会》研报附件原文摘录)互联网:双十一竞争回归极致低价及体验,AI云需求持续验证(1)电商:双十一国补退坡下节奏趋稳,电商补贴持续加码,多条业务线整合协同+切入本地生活+AI化赋能成为主要增长驱动因素,平台竞争回归低价及用户体验;(2)云业务:英伟达于GTC大会上指引市场,当前订单至2026年底或有望实现5000...

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