中国互联网行业2026年展望报告——布局人工智能二阶受益者(英文版)
聚焦中国互联网行业2026年展望报告——布局人工智能二阶受益者(英文版)。Still too early to trade “AI app winner vs. AI app loser.” We expect aggressive competition as large Chinese Internet platforms (i.e. Tencent and Alibaba) try to shape the next traffic gateway, but we think it remains premature to underwrite structural share outcomes from early user metrics.