三个月后，AI就赶英_老虎社区_美港股上老虎 - 老虎社区

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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

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。

中信里昂：中美AI发展差距已缩至3个月

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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 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