申万宏源通信周专题:字节大会AIOT硬件重磅更新 端侧AI爆发在即

上海申银万国证...
14 Jun

本期投资提示:本周专题重点讨论通信侧字节2025 火山引擎Force 原动力大会AIoT 硬件更新,聚焦端侧AI 布局。AI 赋能硬件价值跃迁,AIoT 产品出货量将迎爆发式增长。AI 技术正从传统计算中心向泛在物联终端溢出,成为重塑硬件价值的核心驱动力。AI 的通用技术属性,使得硬件厂商能够以较低的边际研发成本,突破原有市场边界,切入高价值的新兴垂直行业。截至目前,接入豆包大模型的AIoT 产品...

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