计算机行业周报：春启新程：全球科技赛道加速前行

华西证券02-22

核心观点：2026 年春节期间，全球科技核心赛道呈现AI 驱动深化、硬科技转型提速、中美双极引领的格局，技术实用化与商业化落地成为核心主线。AI 与大模型领域成为绝对核心，全球资本与技术双向加码。OpenAI 千亿级融资锁定算力优势，谷歌推动大模型向科研场景深耕；中国企业则在消费级应用与技术攻坚中双线突破，多模态能力与国产算力生态适配持续进阶，全栈自主可控进程加快。人形机器人产业迎来关键转型，技术...

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