中信建投:腾讯、阿里AI投入初见成效

观点网
18 May

观点网讯:5月18日,中信建投研报指出,腾讯与阿里在AI领域的投入初见成效。当前处于AI基础设施投资期,虽季度资本开支有波动,但整体投资强度仍高。

从商业变现看,腾讯的AI能力拉动自身广告、游戏等业务增长,阿里AI相关产品收入高增,在多垂直领域广泛应用,实现投入与增长的正循环。

免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。

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