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计算机行业研究:端侧AI:超级入口争夺战-国金证券

  • 2026-07-10 17:39:42
计算机行业研究:端侧AI:超级入口争夺战-国金证券
报告为国金证券端侧 AI 深度行业研报，核心围绕AI 智能体 Agent 两条技术路线、互联网三巨头 AI 入口差异化竞争、AI 手机超级载体产业逻辑、产业链标的与行业风险五大板块展开，核心结论：GUI Agent 与 API Agent 长期互补共存，AI 手机将成为下一代个人超级计算入口，重构全网流量分发格局，并带动算力、硬件、多元 AI 终端全产业链景气。

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  1. CONNECT:[ UseTime:0.000586s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000640s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000318s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.038042s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000949s ]
  6. SELECT * FROM `set` [ RunTime:0.000326s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000671s ]
  8. SELECT * FROM `article` WHERE `id` = 459460 LIMIT 1 [ RunTime:0.000453s ]
  9. UPDATE `article` SET `lasttime` = 1783910756 WHERE `id` = 459460 [ RunTime:0.002078s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000523s ]
  11. SELECT * FROM `article` WHERE `id` < 459460 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000493s ]
  12. SELECT * FROM `article` WHERE `id` > 459460 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000413s ]
  13. SELECT * FROM `article` WHERE `id` < 459460 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001855s ]
  14. SELECT * FROM `article` WHERE `id` < 459460 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.003699s ]
  15. SELECT * FROM `article` WHERE `id` < 459460 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.004576s ]
0.141712s