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Tianfeng Securities has expressed a bullish outlook on the AI market trends for the entirety of 2026. Presently, the competitive landscape in AI has gradually transitioned from a technological race observed during 2023-2025 to a fierce competition for entry points into super apps in 2026. The report underscores the importance of closely monitoring major internet giants (such as ByteDance, Alibaba, and Tencent) and their core objectives within the ecosystem chain. The primary AI investment themes for the year are expected to center around three pivotal areas: 1) The iterative development of large models and their practical application implementations by leading companies; 2) The resurgence of authoritative media content; 3) The profound integration of AI technologies within the gaming industry.
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