7月24日，瑞银证券中国互联网行业分析师熊玮表示，中国云厂商投入节奏更稳健，强调ROI和可持续性，不认为中国AI行业有“泡沫”。
据金十数据报道，随着模型能力继续进步，推理需求持续增加，中国AI行业的投入会逐渐增大。
瑞银：不认为中国AI行业有“泡沫”
2026-07-24 11:16:25
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