金吾财讯 | AI应用板块走强，截至发稿，美团-W（03690）涨4.62%，小米集团-W（01810）涨4.60%，京东健康（06618）涨4.06%，白鸽在线（02672）涨3.33%，阿里健康（00241）涨2.72%。消息面上，财通证券发布研报称，随着市场主线从云端训练逐步向终端应用与入口竞争扩散，端侧AI具备在弱市环境下反复演绎的条件。本轮产业演进的主导变量正在由硬件规格驱动转向模型与个人Agent能力驱动。硬件是Agent的物理延伸，XR与世界模型的结合有望打开端侧AI下一阶段想象空间。该行持续看好端侧AI，重视个人智能体能力升级、新硬件落地及世界模型改善XR内容供给带来的机会。
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