AI has been eating up the world's supply of memory and companies like Micron have even abandoned their consumer brands to focus entirely on B2B supply. Other components like GPUs have also been feeling the pressure.
政策面上，2026年政府工作报告最新定调，培育壮大新兴产业和未来产业，打造集成电路、航空航天、生物医药、低空经济等新兴支柱产业。此前国信证券指出，港股AI方向长期性价比非常优质，相对的景气部分是半导体、光模块、光纤等硬件部分，这些既有业绩又有政策扶持；其次是大模型，看点是AI模型的进化。
。91视频对此有专业解读
For those unfamiliar, rendering fog boils down to simulating the behaviour of light as it passes through a medium. The simplest behaviour we can model and the one we’re going to focus on is absorption, or the loss of light energy. In basic terms, the more ‘stuff’ that light has to pass through, the more energy it loses.
引用汽车媒体知瞭汽车评论里的话，“GX押注纯视觉。摄像头加图灵芯片，照明良好的高架没压力，广州测试视频里车流穿行也确实顺。但暴雨、浓雾、进隧道那一秒的白平衡切换、对面远光直射时的逆光——这些工况下，纯视觉的感知冗余天生低于激光雷达方案。“