阿里巴巴等：2026年中国互联网AI投资展望

和讯网01-06

【1月6日花旗研报：2025年中国互联网板块领涨，2026年AI成焦点】1月6日，花旗发布研报称，2025年中国互联网板块表现亮眼，以31%涨幅领跑全球主要市场。展望2026年，中国AI主题将成互联网行业核心焦点，市场预期围绕三大方向展开。一是云基础设施及推理Token使用带来持续收入增长；二是AI聊天机器人流量入口争夺激烈，主要互联网企业抢占流量关口为变现做准备；三是垂直领域玩家靠自主训练的专有...

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