高盛：中国消费级AI竞争升级阿里和腾讯料为最佳布局的互联网巨头

格隆汇02-05

高盛称，中国消费级AI领域的竞争在2026年春节前进一步升级，预计AI的最终入口仍将集中在腾讯、阿里巴巴和字节跳动等三大互联网平台。分析师Ronald Keung等人在报告中表示，继续看好阿里巴巴（AI全栈布局）和腾讯（关键AI应用代理）在一至三年的维度上作为最佳布局的互联网巨头；但也认为部分公司在2026年可能跑赢巨头。预计监管政策将呈现促增长与反内卷并行的组合，这对行业竞争格局是积极的；现行...

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高盛：中国消费级AI竞争升级 阿里和腾讯料为最佳布局的互联网巨头

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高盛：中国消费级AI竞争升级阿里和腾讯料为最佳布局的互联网巨头