中信里昂：中美AI发展差距已缩至3个月

21世纪经济报道09-09

南方财经 21世纪经济报道记者张伟泽香港报道9月9日，中信里昂中国科技研究主管张钦锐在记者会上表示，中国AI发展与美国的技术差距已从此前的一年以上缩短至大约3个月。他认为，市场对苹果供应链的关税担忧已基本缓解，并预计2026年推出的可折叠iPhone将为中国供应商带来新增长机遇。张钦锐认为，美国在高性能计算芯片和某些AI模型方面领先，但中国在开源模型发展上表现突出。他指出，得益于中国庞大工程师...

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走在雨中
09-10
走在雨中
三个月后，AI就赶英超美了[强]

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香港报道9月9日，中信里昂中国科技研究主管张钦锐在记者会上表示，中国AI发展与美国的技术差距已从此前的一年以上缩短至大约3个月。他认为，市场对苹果供应链的关税担忧已基本缓解，并预计2026年推出的可折叠iPhone将为中国供应商带来新增长机遇。张钦锐认为，美国在高性能计算芯片和某些AI模型方面领先，但中国在开源模型发展上表现突出。他指出，得益于中国庞大工程师人才储备，中国AI模型的迭代速度实际上比美国更快。尽管地缘政治限制了中国获取高性能芯片的渠道，但多家中国公司早在受限之前就已储备了大量AI芯片。与此同时，国内的AI芯片企业也正积极开发适用于训练与推理应用的自主AI芯片组。国务院日前印发《关于深入实施“人工智能+”行动的意见》指出，到2027年，新一代智能终端、智能体等应用普及率超70%，智能经济核心产业规模快速增长；到2030年，新一代智能终端、智能体等应用普及率超90%。近期中国资本市场AI领域迎来强势反弹，张钦锐认为这主要由两大因素驱动：一方面，AI前景展望上调，多家公司基本面逐步改善；另一方面，流动性充裕推动了该板块的估值修复。张钦锐对21世纪经济报道记者表示，除了芯片等基础设施之外，AI应用领域也同样存在机会。他指出，智能手机的交互方式将在不久后迎来根本性变革，真正成为用户的个人私人助理。他进一步解释，手机内置的AI将能够调用不同APP的数据与信息，协助用户执行更复杂的指令。实现这一目标，主要的难点并非技术问题，而在于手机厂商与各类数据提供商之间是否能达成协议。对于苹果供应链，张钦锐表示，此前市场对关税影响的担忧已基本缓解，投资者对即将推出的iPhone 17和iPhone 18系列更加乐观。他还提到，预计2026年苹果会推出可折叠iPhone，将推动换机需求并为苹果的盖板玻璃、金属外壳和柔性电路板供应商带来增长机会。在供应商布局上，蓝思科技有望成为超薄玻璃盖板的供应商，工业富联、比亚迪电子和蓝思科技将成为金属外壳的主要供应商。针对地缘政治给苹果供应链带来的影响，张钦锐强调，中国制造业仍具备不可替代的优势：一是长三角地区及珠三角地区拥有高度集群化的供应链，效率极高；二是人才优势，中国拥有大量的工程师群体；三是完善的基础设施，包括电力、物流和高速公路网络。他强调，除非客户明确要求，中国仍然是生产基地的首选。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":476849767006392,"gmtCreate":1757440752110,"gmtModify":1757440753983,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3528737361716173","authorIdStr":"3528737361716173"},"htmlText":"三个月后，AI就赶英超美了[强]&nbsp;&nbsp;","listText":"三个月后，AI就赶英超美了[强]&nbsp;&nbsp;","text":"三个月后，AI就赶英超美了[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476849767006392","repostId":2566697691,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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