《大行》花旗料中国AI今年聚焦云基建、AI聊天机器人用户流量争夺战等 受益股腾讯及阿里等

阿斯达克财经
Jan 06

花旗发表亚太区科网股今年展望报告,中国互联网板块在2025年表现突出,以31%的涨幅领跑全球主要市场,远超美国同业的20%、韩国的14%、东南亚的11%、日本的10%以及印度的9%。展望2026年,中国的AI主题有望成为互联网行业的核心焦点,市场预期将围绕三大方向展开:首先是云基础设施、及推理Token使用所带来的持续性收入增长;其次是AI聊天机器人之间的流量入口争夺战,主要互联网企业正加速抢占...

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