商汤 Philip Wong 在国泰君安 2026 秋季策略会阐述 AI 三大范式转移

𝗖𝗮𝗽𝘁𝘂𝗿𝗶𝗻𝗴 𝗔𝗜'𝘀 𝗡𝗲𝘅𝘁 𝗪𝗮𝘃𝗲: 𝗙𝗿𝗼𝗺 𝗠𝗼𝗱𝗲𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝘁𝗼 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 At Guotai Junan Securities' 2026 Autumn Conference, Philip Wong, SenseTime's Head of Capital Markets, delivered the opening presentation for the Tech & AI track, outlining three fundamental paradigm shifts reshaping the AI industry: 🔹 𝗙𝗿𝗼𝗺 𝘀𝗶𝗻𝗴𝗹𝗲-𝗺𝗼𝗱𝗮𝗹 𝘁𝗼 𝗻𝗮𝘁𝗶𝘃𝗲 𝗺𝘂𝗹𝘁𝗶𝗺𝗼𝗱𝗮𝗹 — perception becomes the foundation of intelligence, as real-world problems demand unified understanding of text, vision and reasoning. 🔹 𝗙𝗿𝗼𝗺 𝘁𝗼𝗸𝗲𝗻 𝗰𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻 𝘁𝗼 𝘁𝗮𝘀𝗸 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘆 — AI is evolving from a tool that answers questions into an agent that completes complex, multi-step workflows end-to-end. 🔹 𝗙𝗿𝗼𝗺 𝘀𝗶𝗻𝗴𝗹𝗲-𝗽𝗼𝗶𝗻𝘁 𝗺𝗼𝗱𝗲𝗹𝘀 𝘁𝗼 𝘀𝘆𝘀𝘁𝗲𝗺-𝗹𝗲𝘃𝗲𝗹 𝗳𝘂𝗹𝗹-𝘀𝘁𝗮𝗰𝗸 𝗰𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 — deployment and delivery cost, not model benchmarks, define the new competitive moat. SenseTime'

来源：X：商汤 SenseTime (@SenseTime_AI) · x.lingyaoai.com