走在雨中
09-10
三个月后,AI就赶英超美了
[强]
中信里昂:中美AI发展差距已缩至3个月
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":476849767006392,"tweetId":"476849767006392","gmtCreate":1757440752110,"gmtModify":1757440753983,"author":{"id":3528737361716173,"idStr":"3528737361716173","authorId":3528737361716173,"authorIdStr":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>三个月后,AI就赶英超美了<span>[强] </span> </p></body></html>","htmlText":"<html><head></head><body><p>三个月后,AI就赶英超美了<span>[强] </span> </p></body></html>","text":"三个月后,AI就赶英超美了[强]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/476849767006392","repostId":2566697691,"repostType":2,"repost":{"id":"2566697691","kind":"news","pubTimestamp":1757420357,"share":"https://www.laohu8.com/m/news/2566697691?lang=&edition=full","pubTime":"2025-09-09 20:19","market":"us","language":"zh","title":"中信里昂:中美AI发展差距已缩至3个月","url":"https://stock-news.laohu8.com/highlight/detail?id=2566697691","media":"21世纪经济报道","summary":"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。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。","content":"<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"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>中信里昂:中美AI发展差距已缩至3个月</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中信里昂:中美AI发展差距已缩至3个月\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 20:19 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4515":"5G概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4507":"流媒体概念","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","06613":"蓝思科技","BK4554":"元宇宙及AR概念","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4527":"明星科技股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","AAPL":"苹果","BK4571":"数字音乐概念","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","00285":"比亚迪电子","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2566697691","content_text":"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。","news_type":1,"symbols_score_info":{"00285":0.9,"06613":0.9,"AAPL":0.9,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":395,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/476849767006392"}
精彩评论