“Agent经济学”能否成立,2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银,而非仅仅将其视为“效率工具”或“成本中心”,那么中下游企业的估值修复将带来巨大的投资机会。反之,如果AI Agent始终停留在“试点项目”阶段,无法实现商业化落地,上游硬件股的估值压缩将远未结束。
小鹏董事长何小鹏此前也透露,大众将成为第二代 VLA 模型的首发客户。
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“For me, the most challenging and surprising thing is I’ve got 130 owners plus that I work with all the time,” he says. “Life comes at them all the time… family issues and health issues and business issues… so the challenging part for me is still keeping them on track and working and building their business.”,更多细节参见爱思助手下载最新版本
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