行业点评报告:主权AI及TOKEN消耗强化中长期算力需求的持续性 传统AI标的亦有望受益

开源证券股份有...
01 Jul

主权AI+应用token 消耗支撑算力需求的持续性,非Gen-AI 标的亦有望受益此前市场对AI 的资本开支投入存在担忧,我们认为随着主权AI 市场逐步清晰,且头部大模型厂商token 消耗量上未见动能减速,AI 算力资本投入仍有较强的持续性,在围绕生成式AI 为主线的投资中,偏工程性、可重复性、追求信息准确性的传统AI 标的有望受益,受益标的:第四范式(聚焦决策式AI)、百融云-W(聚焦金融行业...

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