智通财经APP获悉，富瑞发表研究报告，重申人工智能将继续是2026年中国互联网市场的首要主题，跟随其后是防守性的娱乐行业，以及具有长速发展前景的旅游行业。富瑞提及，市场已将近期消费者情绪及月度行业商品交易总额（GMV）增长纳入考量，中国内地9月季度GMV同比7.5%，至于10月和11月分别较去年同期增长4.9%和1.5%。
富瑞将阿里巴巴-W(09988)及腾讯控股(00700)列为互联网行业首选，紧随其后是百度集团-SW(09888)、携程集团-S(09961)、网易-S(09999) 、快手-W(01024)、腾讯音乐-SW(01698)、京东集团-SW(09618)、美团-W(03690)等。
富瑞提及，快速电商行业关注点，正从低平均订单价值（AOV）订单转向高AOV订单，因为后者在行业健康发展的情况下拥有更高的每单位经济。另外，快手影片生成模型“可灵AI”推出多款新产品，据分析显示，其生成动作控制功能在12月下旬和1月至今，在海外市场广受欢迎，预期快手第四季的业绩将符合预期。
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