本周观点更新2026 年AI 应用有望迎来“黄金元年”得益于三大拐点，第一，技术的逐步成熟，第二，政策持续护航，第三，市场需求共振；AI 企业发展形成三大路径，第一类，出售给大厂，从Manus 以20 亿美元出售给Meta，第二类，持续融资，暂不上市，以月之暗面为代表新获融资后估值达43 亿美元，第三类，独立上市，智谱以代码2513 登陆港股，成为全球大模型第一股，AI 板块从从行业发展到企业发展...
Source Link本周观点更新2026 年AI 应用有望迎来“黄金元年”得益于三大拐点，第一，技术的逐步成熟，第二，政策持续护航，第三，市场需求共振；AI 企业发展形成三大路径，第一类，出售给大厂，从Manus 以20 亿美元出售给Meta，第二类，持续融资，暂不上市，以月之暗面为代表新获融资后估值达43 亿美元，第三类，独立上市，智谱以代码2513 登陆港股，成为全球大模型第一股，AI 板块从从行业发展到企业发展...
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