商汤提出AI三大范式转变与全栈框架

SenseTime · @SenseTime_AI · X·2026-09-14 12:00·16分钟前
AI 导读

商汤资本市场负责人 Philip Wong 在国泰君安 2026 秋季策略会上发表科技与 AI 专场开场演讲,提出重塑 AI 行业的三大范式转变:从单模态到原生多模态、从 token 消耗到任务交付、从单点模型到系统级全栈能力。

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商汤提出AI三大范式转变与全栈框架

2026-09-14 12:00· 16分钟前
AI 导读

商汤资本市场负责人 Philip Wong 在国泰君安 2026 秋季策略会上发表科技与 AI 专场开场演讲,提出重塑 AI 行业的三大范式转变:从单模态到原生多模态、从 token 消耗到任务交付、从单点模型到系统级全栈能力。

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's "𝗢𝗻𝗲 𝗠𝗼𝗱𝗲𝗹 + 𝗢𝗻𝗲 𝗧𝗼𝗸𝗲𝗻 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 + 𝗢𝗻𝗲 𝗔𝗴𝗲𝗻𝘁 𝗛𝗮𝗿𝗻𝗲𝘀𝘀" 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 is purpose-built for these shifts. We are well positioned to capture the next wave of AI.

来源:SenseTime· x.com