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Huatai Securities released a research report stating that as traditional Internet traffic growth gradually slows down and large-scale model technology continues to develop, the Internet industry's competitive focus is shifting from traffic growth and commercialization to AI infrastructure construction and application implementation, and the industry is expected to usher in a new growth cycle.

智通财经·11/04/2026 04:57:00
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Huatai Securities released a research report stating that as traditional Internet traffic growth gradually slows down and large-scale model technology continues to develop, the Internet industry's competitive focus is shifting from traffic growth and commercialization to AI infrastructure construction and application implementation, and the industry is expected to usher in a new growth cycle.