计算机周观点第 34 期：中美大模型竞赛 白热化，国内 AI 应用政策红利释放 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 杨蒙(分析师) | 021-23185700 | yangmeng@gtht.com | S0880525040072 | | 钟明翰(研究助理) | 021-38031383 | zhongminghan@gtht.com | S0880124070047 | 本报告导读： 本周，国内外大模型集中发布，重点提升 Agent 与多模态能力；国家发展改革委等 部门发布关于加快招标投标领域人工智能推广应用的实施意见。 投资要点： [Table_Report] 相关报告 计算机《君逸数码战略投资并签约银河通用机器 人》2026.02.13 计算机《Seedance2.0 发布，AI 视频迎来创作平 权与产业奇点》2026.02.11 计算机《从能力领先到入口级产品：阿里押注模 型 ...

计算机 2026 年 02 月 23 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -36% -24% -12% 0% 12% 24% 2025-02 2025-06 2025-10 计算机 沪深300 相关研究报告 《周观点：2026 年，多模态模型有望 迎来 DS 时刻—行业周报》-2026.2.8 《周观点：SpaceX 申请部署百万颗卫 星，剑指太空算力 — 行 业 周 报 》- 2026.2.1 《AWS 和谷歌拉开"云涨价"序幕， 重视 AI 基建产业链 —行业点评报告》 -2026.1.28 周观点：全年维度看好 AI 的价值落地与商业化 ——行业周报 刘逍遥（分析师） liuxiaoyao@kysec.cn 证书编号：S0790520090001 市场回顾：2026.2.9-2026.2.13 期间，沪深 300 指数上涨 0.36%，计算机指数 上涨 4.35%。 （2）2026 年，多模态模型有望迎来 DS 时刻 OpenAI 于 2024 年 2 月推出的初代 Sora 模型，堪称视频领域的 GPT‑1 时刻， 2025 年 9 月底，OpenAI 推出 Sora 2，视频领域 ...

In this article, we’ll look at the 11 AI Stocks That Will Go to the Moon.The artificial intelligence trade is alive and well, even as valuation concerns continue to send shockwaves on Wall Street. Five companies committing to spend $700 billion on AI infrastructure is the clearest indicator that the AI boom is only getting started. Famed portfolio manager Cathie Wood, who projects data center capital expenditure will climb to $1.4 trillion, further underscores the tremendous opportunities around AI plays.At ...

“It seems like the momentum stocks that have got us here still remain in favor with our customers.” This was highlighted by Steve Sosnick, Chief Strategist at Interactive Brokers, in a late December 2025 interview with CNBC. Sosnick said the market environment is marked by continuous retail inflows, while citing data from his firm’s platform. According to this data, in most weeks, the vast majority of the 25 most actively traded stocks on the platform are net buys, meaning more clients are buying than selli ...

In this article, we discuss Goldman Sachs’s Top 12 Growth Stock Picks.During much of the market cycle leading up to 2026, the United States equities markets were largely defined by growth stocks. However, data shows a clear shift in tone as 2026 drags on. In 2025, for instance, the S&P 500 Growth Index gained 22.18%, and this was an underperformance based on 2024 performance, which was 35.66%. As of February 18, 2026, however, the index was down 2.46% year to date. In contrast, the broader S&P 500 was up 0. ...

FTSE 100 Index soared to a record high thanks to these stocks - Invezz# FTSE 100 Index soared to a record high thanks to these stocks[Indices]Author[Crispus Nyaga]Feb 23, 2026, 09:22 AM- Other top gainers were companies like BAE Systems, Glencore, and Weir Group.- Beazley and Schroders are the top gainers in the index.- The FTSE 100 Index continued soaring this year.The FTSE 100 Index soared to a record high last week, continuing a strong bull run that started in April when it bottomed at £4,890. It soared ...

Governance Transition - Dassault Systemes announced a governance transition with Bernard Charles stepping down as Executive Chairman and Board member for personal reasons [2] - Pascal Daloz has been appointed as both Chairman and CEO, marking a significant leadership change for the company [2] Vision and Strategy - The company aims to lead the industrial AI transformation with its 3D UNIV+RSES initiative, which signifies a long-term commitment to innovating how industries operate [4] - Dassault Systemes emphasizes its foundation on long-term thinking, scientific principles, and building trusted relationships with nearly 400,000 companies globally [3]

Core Insights - Commotion Inc. has launched an AI Operating System (AI OS) in collaboration with NVIDIA, aimed at enhancing productivity for digital workforces by enabling autonomous task completion with strong governance and measurable outcomes [1] Group 1: Product Features - The AI OS integrates voice AI for natural, real-time speech interactions, allowing AI Workers to listen, interpret emotions, reason, and respond quickly [1] - It unifies context, orchestration, and execution, enabling AI Workers to autonomously complete business tasks such as customer service calls and network issue resolutions [1] - The platform is designed to move AI from pilot projects to production, addressing the disconnect between various AI tools and enabling enterprises to act on insights [1] Group 2: Market Demand and Challenges - Enterprises currently face a lack of AI that can perform tasks rather than just provide insights, leading to data silos and hesitance in decision-making [1] - The CEO of Commotion emphasized that the industry’s challenge is not the absence of models or data, but the disconnection among existing systems [1] Group 3: Strategic Partnerships and Investments - Commotion's AI OS is supported by a strategic investment from Tata Communications, which provides a secure global digital infrastructure for reliable AI deployment [1] - The collaboration aims to help Indian enterprises deploy AI effectively across various languages and complex infrastructures, aligning with the Government of India's AI vision [1] Group 4: Early Engagements and Results - Early implementations have shown significant results, such as a 50% higher ROI and 30% lower cost per call for an Indian automotive OEM, and a global telecom provider resolving over 40% of operational issues autonomously [1] - An international airline anticipates that AI will manage 30% of inbound customer calls in its first year, showcasing the potential for operational efficiency [1]

Core Insights - Intapp and Harvey have announced a strategic partnership to integrate ethical wall enforcement into Harvey's AI platform, addressing compliance challenges in the legal industry [1] - The partnership aims to ensure that AI-generated work adheres to professional responsibility obligations, maintaining client confidentiality and regulatory compliance [1] Company Overview - Intapp is a leading provider of AI-powered solutions for professionals in advisory, capital markets, and legal firms, helping to unlock knowledge and operational insights [1] - Harvey specializes in domain-specific AI for legal and professional services, streamlining workflows in areas such as contract analysis and compliance [1] Partnership Details - The integration of Intapp Walls for AI into Harvey's platform will ensure that all AI interactions are permissioned, auditable, and compliant with ethical walls and firm policies [1] - This partnership addresses a governance gap in AI usage within law firms, where traditional governance protocols have not been applied [1] Market Impact - The collaboration is expected to enhance the trust and integrity of AI applications in legal practices, allowing firms to leverage AI while adhering to high standards of professional responsibility [1] - Both companies aim to lay the foundation for future workflows that operate within compliance boundaries by design [1]

Thursday could mark a reckoning for investors -- in more ways than one.During the past three years, the stock market has been on an absolute tear. The broad-based S&P 500 has gained 73%, while the tech-heavy Nasdaq Composite is up 99% (as of this writing). That's well ahead of the average stock return of 10% annually. Most experts agree that artificial intelligence (AI) has played a pivotal role in the market's ascent. In recent months, many software-as-a-service (SaaS) stocks have been in freefall. Recentl ...