高盛：数字广告的“AI 分水岭”

今天要分享的是高盛在10月14日发布的最新行业研报，标题是：《US Digital Ad Q3-25 Preview: Analyzing the Industry Debates & Estimates》。英文原文48页。这份报告覆盖了整个美国数字广告行业，包括 Alphabet、Meta、Pinterest、AppLovin 等平台，也是目前市场最关注的“AI 驱动广告周期”季度展望。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿

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高盛：数字广告的“AI 分水岭”

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