金吾财讯 | AI应用板块走强，截至发稿，海清智元（01392）涨16.33%，文远知行-W（00800）涨7.19%，小马智行-W（02026）涨4.98%，金山软件（03888）涨3.83%，金蝶国际（00268）涨3.77%，阅文集团（00772）涨3.26%。消息面上，中信建投表示，AI Agent（智能体）商业化持续兑现。海外OpenAI、Anthropic持续迭代模型，ChatGPT消费端广告年化收入已达10亿美元；国内智谱、MiniMax等Token消耗、ARR指标持续上行。当前产业主线从基础大模型比拼转向企业场景落地、智能体任务闭环，优先选择能把AI嵌入业务流程、产生可计量收入的标的。此外，国金证券指出，2026年AI应用多点开花，看好医疗、金融MCP数据库等变现较快的赛道，深度绑定业务流程、数据壁垒高的企业长期价值更强，需警惕商业化落地、企业IT预算不及预期的风险。
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