国内外巨头争相逐鹿AI应用行业商业化落地有望加速_老虎社区_美港股上老虎

国内外巨头争相逐鹿AI应用行业商业化落地有望加速

中金财经11-18

A股三大指数今日集体回调，沪指日K线三连阴。截止收盘，沪指跌0.81%，收报3939.81点；深证成指跌0.92%，收报13080.49点；创业板指跌1.16%，收报3069.22点。沪深两市成交额19261亿，较昨日小幅放量153亿。行业板块多数收跌，互联网服务、文化传媒、教育板块涨幅居前，煤炭行业、电池、钢铁行业、化肥行业、能源金属、航运港口、贵金属、有色金属板块跌幅居前。个股方面，上涨股票...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2584981775?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-18 15:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584981775","market":"hk","top_or_hot":-1,"title":"国内外巨头争相逐鹿AI应用 行业商业化落地有望加速","media":"中金财经","content":"<div>\n<p>A股三大指数今日集体回调，沪指日K线三连阴。截止收盘，沪指跌0.81%，收报3939.81点；深证成指跌0.92%，收报13080.49点；创业板指跌1.16%，收报3069.22点。沪深两市成交额19261亿，较昨日小幅放量153亿。行业板块多数收跌，互联网服务、文化传媒、教育板块涨幅居前，煤炭行业、电池、钢铁行业、化肥行业、能源金属、航运港口、贵金属、有色金属板块跌幅居前。个股方面，上涨股票...</p>\n\n<a href=\"http://sc.stock.cnfol.com/shichangceping/20251118/31805050.shtml\">网页链接</a>\n\n</div>\n","source":"zhongjincaijing_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国内外巨头争相逐鹿AI应用 行业商业化落地有望加速</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国内外巨头争相逐鹿AI应用 行业商业化落地有望加速\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 15:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/shichangceping/20251118/31805050.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股三大指数今日集体回调，沪指日K线三连阴。截止收盘，沪指跌0.81%，收报3939.81点；深证成指跌0.92%，收报13080.49点；创业板指跌1.16%，收报3069.22点。沪深两市成交额19261亿，较昨日小幅放量153亿。行业板块多数收跌，互联网服务、文化传媒、教育板块涨幅居前，煤炭行业、电池、钢铁行业、化肥行业、能源金属、航运港口、贵金属、有色金属板块跌幅居前。个股方面，上涨股票...</p>\n\n<a href=\"http://sc.stock.cnfol.com/shichangceping/20251118/31805050.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1145028129.USD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","start_time":0,"source_url":"http://sc.stock.cnfol.com/shichangceping/20251118/31805050.shtml","article_id":"2584981775","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584981775","pubTimestamp":1763451398,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"A股三大指数今日集体回调，沪指日K线三连阴。截止收盘，沪指跌0.81%，收报3939.81点；深证成指跌0.92%，收报13080.49点；创业板指跌1.16%，收报3069.22点。个股方面，上涨股票数量接近1300只，逾60只股票涨停，下跌股票数量超过4100只。开源证券指出，国内头部互联网公司在大模型、C端Agent方面的崛起，有望助力AI应用商业化加速，建议继续布局商业化落地较快的AI应用方向：AI漫剧、AI广告、AI电商、AI设计。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BABA":"阿里巴巴","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","GOOGL":"谷歌A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","09988":"阿里巴巴-W","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC"},"translate_title":"Domestic and foreign giants are competing for commercialization in the AI application industry and is expected to accelerate","themeId":"ede166b7dfc5aefb30ea4931d6d5e26d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":0.62,"ALBmain":0.72,"09988":0.6,"BABA":0.74,"GOOGL":0.9},"content_text":"A股三大指数今日集体回调，沪指日K线三连阴。截止收盘，沪指跌0.81%，收报3939.81点；深证成指跌0.92%，收报13080.49点；创业板指跌1.16%，收报3069.22点。沪深两市成交额19261亿，较昨日小幅放量153亿。行业板块多数收跌，互联网服务、文化传媒、教育板块涨幅居前，煤炭行业、电池、钢铁行业、化肥行业、能源金属、航运港口、贵金属、有色金属板块跌幅居前。个股方面，上涨股票数量接近1300只，逾60只股票涨停，下跌股票数量超过4100只。\n\r\n　　谷歌AI旗舰应用Gemini势头正猛，且3.0版本正受到市场的热切期待。截至第三季度末，Gemini的月活跃用户数已超过6.5亿，AI技术变现已出现较为强劲的势头。谷歌表示，AI正在为整个公司带来实实在在的业务成果。全球最大预测市场Polymarket数据显示，近9成参与者预测备受关注的谷歌Gemini3.0大模型将于本周发布。一些“内部人士”也对外放风称，Gemini3.0“令人印象非常深刻”。此外11月17日，阿里巴巴正式宣布“千问”项目，千问App公测版上线。官方介绍称，千问App不仅能与用户“对话”，更能为用户“办事”，打造未来的AI生活入口，将陆续覆盖办公、地图、健康、购物等多个生活场景。\n\r\n　　华西证券认为，在当前时点，重点关注阿里在AI侧从toB向toC突破进展，C端AI应用有望成为2026年重要突破方向之一。开源证券指出，国内头部互联网公司在大模型、C端Agent方面的崛起，有望助力AI应用商业化加速，建议继续布局商业化落地较快的AI应用方向：AI漫剧、AI广告、AI电商、AI设计。　　　　华西证券：C端AI应用有望成为2026年重要突破方向之一\n\r\n　　随着阿里千问APP升级，C端应用有望突破。伴随阿里最新季报中阿里云AI收入超预期的增长，AI产品正在逐渐成为阿里云增长的核心驱动力，“通义”App正式完成品牌升级更名为“千问”，软件版本从3.60.0升级至5.0.0，标志产品进入全新发展阶段。在当前时点，重点关注阿里在AI侧从toB向toC突破进展，C端AI应用有望成为2026年重要突破方向之一。\n\r\n　　开源证券：AI应用商业化加速\n\r\n　　国内头部互联网公司在大模型、C端Agent方面的崛起，有望助力AI应用商业化加速，建议继续布局商业化落地较快的AI应用方向：AI漫剧、AI广告、AI电商、AI设计。\n\r\n　　广发证券：AI应用正迎来关键变化\n\r\n　　AI应用正迎来关键变化，未来AI不仅将在对话、创作等传统任务中表现优异，更将深入办公、购物、出行、健康等各类生活与工作场景，成为真正的系统级应用。与此同时，AI应用规模化落地也将进一步推动算力消耗与基础设施需求增长。\n\r\n　　中泰证券：重点看好AI应用的投资机会\n\r\n　　当前算力基本面有望延续高景气提示，重点看好AI应用的投资机会。具体体现在通用场景的泛ERP领域、生产力工具，垂直场景的金融AI、医疗IT、物理AI、工业场景等。此外，短期重点关注信创为主的政策驱动方向。信创方面，国际形势倒逼自主可控加速，在科技自立自强的大战略下，行政、行业信创均有望迎来加速与边际好转。\n\r\n　　招商证券：下一阶段AI视频应用的发展将有三个趋势\n\r\n　　下一阶段AI视频应用的发展将有三个趋势：一是AI视频与社交互动深度融合，消费级应用落地加速；二是ChatGPT向生态系统演进，AI视频集成平台化程度提升；三是AI视频与AIAgent深度结合，一站式解决视频创作需求。从投资机会来看，影视方面，文生视频颠覆传统影视内容生产，激活行业新动力；游戏方面，文生视频赋能游戏制作及玩法创新，商业化空间有望提升；IP方面，文生视频加速IP可视化，有望重塑行业价值。\n\r\n　　兴业证券：AI应用迎发展机遇\n\r\n　　大厂发力智能体，AI应用迎发展机遇。国内大厂正加速AI应用落地，其中：阿里推进“千问”项目，打造千问APP对标ChatGPT；腾讯宣布微信将推出AI智能体，协助用户完成各种任务；字节已正式发布豆包编程模型，针对Agentic深度优化。建议重点关注AI应用端产业进展，布局相关投资机会。\n\r\n　　(本文不构成任何投资建议，投资者据此操作，一切后果自负。市场有风险，投资需谨慎。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}