行业或公司 * 行业：AI产业，特别是国内AI产业 * 公司：字节跳动、豆包、智捷、百度、阿里、腾讯、华为、浪潮、官讯、华东、续贩、英伟克、华工科技、Palantir、汉德 核心观点和论据 1. 国内AI产业进入军备竞赛元年：受字节跳动和豆包等公司的影响，国内AI产业将进入军备竞赛阶段，为投资者带来投资机会。[序号]1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 2. 智捷在AI产业中占据领先地位：智捷在算力、训练、推理和应用等方面都处于领先地位，其发展将对国内AI产业产生积极影响。[序号]2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 3. BAT加大AI投入：百度、阿里、腾讯等互联网巨头加大AI投入，推动国内AI产业发展。[序号]3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 4. AI产业链投资机会：AI产业链上游数据中心、中游AI入口、下游软件等领域存在投资机会。[序号]3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 5. 字节跳动AI生态建设：字节跳动致力于打造AI生态，通过Token激励用户和开发者，推动AI产业发展。[序号]2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 6. AI Agent应用场景：AI Agent在营销销售、内需替代代码、内需编程、营销客服等领域具有广泛应用前景。[序号]2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 其他重要内容 * AI产业投资机会：AI产业链上游数据中心、中游AI入口、下游软件等领域存在投资机会。[序号]3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 * AI Agent应用场景：AI Agent在营销销售、内需替代代码、内需编程、营销客服等领域具有广泛应用前景。[序号]2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30 * AI产业链投资机会：AI产业链上游数据中心、中游AI入口、下游软件等领域存在投资机会。[序号]3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30