Tianfeng Securities: Optimistic about the AI market for the full year

2026-03-11 05:30:22

Tianfeng Securities points out that the overall AI market is optimistic for the year. Currently, AI has shifted from the technological competition of 2023-2025 to the battle for the entrance to AI super applications in 2026. It is important to focus on major internet companies (ByteDance, Alibaba, Tencent) and core targets within their ecosystems. Throughout the year, AI will cross three key areas: 1) large models & applications by major companies; 2) revival of authoritative media; 3) AI + gaming developments.

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