Bernstein发表报告,中国互联网板块在2026年开局乏味,中概互联网指数年初至今持平。AI进展持续主导板块内的相对偏好,阿里巴巴(09988.HK) 因通义千问推出人工智能代理服务而表现优异,腾讯(00700.HK) 则表现落后。该行指出聊天机器人(chatbot)之战至关重要,中国顶尖互联网平台诉诸“红包”补贴来推动机器人采用,这支持了该行的观点:在面向消费者的AI领域,模型能力仅是成功...
Source LinkBernstein发表报告,中国互联网板块在2026年开局乏味,中概互联网指数年初至今持平。AI进展持续主导板块内的相对偏好,阿里巴巴(09988.HK) 因通义千问推出人工智能代理服务而表现优异,腾讯(00700.HK) 则表现落后。该行指出聊天机器人(chatbot)之战至关重要,中国顶尖互联网平台诉诸“红包”补贴来推动机器人采用,这支持了该行的观点:在面向消费者的AI领域,模型能力仅是成功...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.