开源证券：AI革命进入新阶段重点关注AI硬件产业链相关

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智通财经APP获悉，开源证券发布研报称，AI仍然是CES2026主旋律，而且AI正从软件层面更多向物理世界全面融合，持续赋能各类AI终端。该行认为，生成式AI带来的新一轮创新革命方兴未艾，AI手机和AI PC等传统消费电子品类有望受益消费者换机而进入周期上行通道，AI眼镜、具身智能机器人已经跨过“0到1”进入“1到N”阶段，产品出货量有望保持高速增长。建议重点关注AI硬件产业链相关标的。开源证券...

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开源证券：AI革命进入新阶段 重点关注AI硬件产业链相关

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开源证券：AI革命进入新阶段重点关注AI硬件产业链相关