AI应用股晋升 MINIMAX-WP(00100)涨7.14% 机构指今年将是AI应用从“技术验证”迈向“商业推广”的关键之年

金吾财讯
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金吾财讯 | AI应用股晋升,截至发稿,MINIMAX-WP(00100)涨7.14%,赤子城科技(09911)涨5.35%,小马智行-W(02026)涨4.31%,创梦天地(01119)涨4.17%,汇量科技(01860)涨4.52%,金山云(03896)涨4.10%,创新奇智(02121)涨3.97%。浙商证券发布研报称,当前AI正由辅助工具向自主劳动力跨越,Agent化转型驱动Token需求井喷,倒逼算力生态由通用向高效ASIC与溢价云服务转型。AI投资范式遵循降本即创收起点,通过极致降本实现生产力规模化扩张,进而催生内容创作与前沿科研等增量价值空间。2026年,AI产业投资的三维度:1)模型角度,更长的上下文与记忆能力突破和更强的自主思考、反思、创造的能力;2)算力角度,从“算力普惠”到“算力通胀”;3)应用角度,找到收入快速增长的场景。日前,国金证券发布研报称,字节跳动推出的AI视频生成模型Seedance2.0火爆出圈,大幅降低了高质量视频内容的创作门槛,或成为AI影视发展的重要节点。元宝、千问等大模型新春活动加速入口流量争夺。国内AI应用正加速向垂直领域渗透,形成技术与产业深度融合的新格局。在政策驱动下,智能体技术成为核心增长引擎,已规模化应用于工业质检、医疗诊断等场景,推动AI从“感知”向“决策”升级?。展望2026年,将是AI应用从“技术验证”迈向“商业推广”的关键之年。

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