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夜雨聆风 > > 办公文件 > 【研报 A326】2026年下半年AI产业投资机会:大模型商业化+具身智能爆发+算力扩容

【研报 A326】2026年下半年AI产业投资机会:大模型商业化+具身智能爆发+算力扩容

当前时间： 2026-07-24 11:32:57 分类：办公文件 评论(0)
【研报 A326】2026年下半年AI产业投资机会:大模型商业化+具身智能爆发+算力扩容

摘要：报告拆解AI全赛道景气度，大模型企业级需求爆发，Token调用量持续倍增；人形机器人2026出货翻倍，下半年集中IPO；AI算力资本开支大幅上行，云厂商MaaS业务打开长期增长空间。

本报告共计：38页，受篇幅限制，仅展示部分内容。

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  144. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/runtime/temp/c935550e3e8a3a4c27dd94e439343fdf.php ( 31.50 KB )
  145. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000622s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000928s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000339s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000282s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000621s ]
  6. SELECT * FROM `set` [ RunTime:0.000230s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000730s ]
  8. SELECT * FROM `article` WHERE `id` = 873969 LIMIT 1 [ RunTime:0.000910s ]
  9. UPDATE `article` SET `lasttime` = 1784869205 WHERE `id` = 873969 [ RunTime:0.007160s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000314s ]
  11. SELECT * FROM `article` WHERE `id` < 873969 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000556s ]
  12. SELECT * FROM `article` WHERE `id` > 873969 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000411s ]
  13. SELECT * FROM `article` WHERE `id` < 873969 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001135s ]
  14. SELECT * FROM `article` WHERE `id` < 873969 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001091s ]
  15. SELECT * FROM `article` WHERE `id` < 873969 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000611s ]
0.118109s