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

2026-03-11 03:31:22

Everyday AI News Brief: Tianfeng Securities points out that they are optimistic about the AI market for the whole year. Currently, AI has shifted from the technology 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. The AI landscape for the year will cross three lines: 1) Large models & applications by major companies; 2) Revival of authoritative media; 3) AI + gaming directions, etc.

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