智通财经APP获悉，摩根士丹利发报告指，随着人工智能向应用层的转移，相信中国继续将人工智能应用推向市场并推动行业转型。大摩预计，拥有专有数据的公司有望获得超额回报，但目前全面评估还为时尚早。
报告表示，中国企业现并不专注建立最强大的人工智能能力，而是专注将其推向市场。同时，中国尖端人工智能所用的硬件数量大幅减少，重新定义了对算力要求的预期。
受美国限制所影响，中国人工智能企业虽短期受限，但意识到需开发更高效及更便宜的人工智能技术以追赶美国。
大摩表示，更加激烈的竞争即将到来，Deepseek 或将促使竞争对手，如阿里巴巴(09988)、字节跳动及腾讯(00700)等公司降低其模型的使用价格，并将人工智能运用至业务运营中。
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