China International Capital Co said in a research note that
文 / 小金
2026-11-10 08:20:03
来源:亚金网
China International Capital Co said in a research note that the rollout of personal agents and world models, together with hardware launches from Apple, Meta and OpenAI, supports a potential re-rating of AI edge hardware as the primary interaction gateway. The firm expects a new hardware innovation cycle to begin in 2H26 and extend through 2027.
