Group 1 - The long-term fundamental outlook for the AI industry is very clear, transitioning from "computing infrastructure" to "application implementation" [1] - 2026 is anticipated to be the commercialized year for AI applications, with gradual implementation in marketing, industrial, financial, and medical sectors [1] - Although there is currently high enthusiasm in the sector, the industry is still in the early stages of commercialization, with potential for innovative technologies and new business models to emerge [1] Group 2 - A standout application could quickly absorb valuations, highlighting the appeal of investing in the technology sector [1] - It is recommended to select segments and companies with high barriers to entry and real application scenarios, while diversifying investments [1]
华银基金庞文杰：2026年或是AI应用的商业化元年
Zhong Zheng Wang·2026-01-15 13:32