EPISODE · May 12, 2026 · 4 MIN
中国AI 2.0：从追赶到赚钱的蜕变
from 深度
摩根士丹利最新报告指出中国AI已进入2.0时代，核心从技术追赶转向应用变现。中国AI采用者盈利累计涨62%，同期MSCI中国指数持平，EBIT利润率预计从4%扩张到17%，91%获益来自成本效率。报告强调投资主线是利润、成本优势和新增长极，如人形机器人、自动驾驶、储能等领域的应用红利。
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中国AI 2.0：从追赶到赚钱的蜕变
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