布局中国互联网・头部 AI 应用追踪：2026 年六大核心 AI 主题；聚焦 AI 技术、AI 助手与芯片供应-Navigating China Internet_ Top AI_apps tracker_ Laying out six key AI themes for 2026; focuses on AI adtech, AI assistants & chip supply

21 January 2026 | 4:49PM HKT Equity Research Navigating China Internet: Top AI/apps tracker: Laying out six key AI themes for 2026; focuses on AI adtech, AI assistants & chip supply As highlighted in our recent China Internet 2026 Outlook report, we lay out 6 key AI themes for 2026: 1) AI/adtech to drive further advertising budget shifts to ROI-based ads and new Answer & Generative Engine Optimization (AEO/GEO) marketing strategies; 2) AI model breakthroughs could center around long-context, multi-modal, wo ...