中航证券:2025年AI应用商业化跃迁,关注腾讯控股、美图公司等股

中航证券研究
Jun 24

核心观点AI成为垂直应用的新引擎随着模型经济性能的指数级扩展,AI在2025年在垂直领域的应用更加深入,有交付结果能力的公司业绩获得验证,成为了市场焦点。垂直领域的角色转变从万能工具到专项包工头。垂直领域的“AI包工头”模式核心在于深度渗透特定场景,遵循“一米宽、一百米深”法则,通过持续深耕构建以技术深度、高质量行业数据、业务场景耦合度、行业资源网络及风控能力为核心的多维壁垒。OaaS重新定义AI...

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