浦银国际研究●科技行业2026年展望:经过近两年的发展,人工智能行业仍然处于发展的初期阶段。展望2026年,AI行业将继续保持强劲增长,打开多产业链成长空间。首先,AI的底层技术正处于飞轮迭代的阶段,包括AI算法端的模型优化以及AI算力端的性能提升。技术迭代一方面不断提升AI作为生产力工具的能力,另一方面也不断降低AI的使用成本。其次,AI将持续推动多产业链的基本面增长,包括中美两国的云服务厂商、...
Source Link浦银国际研究●科技行业2026年展望:经过近两年的发展,人工智能行业仍然处于发展的初期阶段。展望2026年,AI行业将继续保持强劲增长,打开多产业链成长空间。首先,AI的底层技术正处于飞轮迭代的阶段,包括AI算法端的模型优化以及AI算力端的性能提升。技术迭代一方面不断提升AI作为生产力工具的能力,另一方面也不断降低AI的使用成本。其次,AI将持续推动多产业链的基本面增长,包括中美两国的云服务厂商、...
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