阿里千问APP公测引爆软件板块:估值与盈利双见底,AI应用加速落地,行业初现复苏曙光!

华尔街见闻
2 hours ago

华西证券指出,阿里巴巴AI战略正向C端突破,“千问”的品牌升级标志着产品进入全新发展阶段,并认为C端AI应用有望成为2026年的重要突破方向。国盛证券以行业业绩数据证实AI已成为增长“赋能者”,并分析指出当前计算机软件板块的“低配”状态,在政策催化下可能迎来资金回流,驱动行业景气度持续回升。随着阿里巴巴宣布旗下AI应用“千问”开启公测,一场关于人工智能从企业端(B端)走向消费端(C端)的竞速赛正式...

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