本周观点更新2026 年1 月智谱与MiniMax 陆续登陆港股,传媒应用端看数字营销GEO 承接AI 红利。2026 年一季度,AI 应用与内需双轮驱动仍可期,大模型上市后面临商业化问题,从数字营销到电商再到内容及体验经济均是AI 商业化的较好场景;内需端关注春晚与春节档拉动,可关注字节跳动产业链以及电影院线板块。本周重点推荐个股及逻辑A 股可关注,蓝色光标300058(数字营销头部企业,率先...
Source Link本周观点更新2026 年1 月智谱与MiniMax 陆续登陆港股,传媒应用端看数字营销GEO 承接AI 红利。2026 年一季度,AI 应用与内需双轮驱动仍可期,大模型上市后面临商业化问题,从数字营销到电商再到内容及体验经济均是AI 商业化的较好场景;内需端关注春晚与春节档拉动,可关注字节跳动产业链以及电影院线板块。本周重点推荐个股及逻辑A 股可关注,蓝色光标300058(数字营销头部企业,率先...
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