互联网行业AI跟踪分析：从CES 2026探寻AI应用的机会和空间

广发证券股份有...01-15

CES 2026 在AI 应用层面包含Agentic AI 和Physical AI 两条主线。Agentic AI：面向不同场景的个人/企业超级代理。（1）新一代加速卡在性能提升的同时，更加注重软件整合和平台化。英伟达Rubin 架构将于26H2 扩产，将算力平台、基础模型、软件栈打包为平台。AMDInstinct MI500 将于2027 年推出，加强平台化构建。（2）B 端：结合数据与行业...

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相关公司，如浙数文化、每日互动；以及各个细分应用场景公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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