2026年海外科技策略报告：新科技进化论：从硅基、量子到星辰的三重奏变革

长城证券2025-12-12

AI产业正从技术突破走向大规模应用渗透，催生万亿级市场并深刻变革各行各业。生成式AI在多场景应用中均可发挥较大的影响力：企业端的知识管理、对话式应用、内容生成和营销具备较大潜力；AI在互联网、金融、运营商等行业的渗透率已居前列，并正向教育、医疗、能源等领域快速拓展，推动从“智能工具”向“共生伙伴”转型。海外云厂商资本开支屡创新高，微软2026财年第一季度资本开支已达349亿美元，主要用于支持AI...

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