“AI+消费”赛道公司迎来业绩兑现期

家电网
11 hours ago

随着A股公司2026年半年报披露收官,一批“AI+消费”赛道的上市公司交出了亮眼的成绩单:从AI手机、AI眼镜到服务机器人,在政策东风与技术突破的双重驱动下,AI正成为上市公司业绩增长的新引擎。AI业绩拉动效应扩散 消费公司多点开花从半年报数据看,AI对消费类上市公司的业绩拉动效应正由点及面扩散:消费电子零部件行业受益最直接,消费内容平台靠AI跑出第二增长曲线,就连传统纺织服装企业也在用AI改写...

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