金吾财讯 | AI应用今日普遍拉升，截至收盘，智谱(02513)、迈富时(02556)升逾3成，微盟集团(02013)升21.39%，第四范式(06682)升17.45%，MINIMAX-WP(00100)升15.36%，金山云(03896)升15.03%，金蝶国际(00268)、浪潮数字企业(00596)升12.62%。华鑫证券研报表示，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，2025年GPT-5、Gemini3、Qwen-Max等模型已具备强工具调用、多模态理解、自主规划能力；第二，政策持续护航，提出深入实施“人工智能+”行动的意见并指出形成商业化应用；第三，市场需求共振，从B端降本增效到C端普及。
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