当前是布局AI应用黄金时刻？

A股攻略笔记01-14

26年AI应用Q1催化频频、市场情绪超预期。智谱、MimiMax上市；腾讯或将发布Agent；Blackwell新一代模型有望在26Q1推出；OpenAI寻求尽快发布大模型Garlic；xAI将于25Q1推出Groq5。国内春节期间火山引擎成为春晚独家云合作伙伴，豆包C端热度有望继续提升；国产大模型DeepSeek V4预期于农历前后推出，推理和编程能力或大幅提升。各大平台持续加码、格局未定。红果...

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