传媒行业:全球催化持续 重视AI应用及META逻辑演绎

东方证券
Aug 03

核心观点:海外看,多重催化持续演绎:云厂商收入提速+CAPEX 持续高增速,OpenAI GPT-5 发布在即,AI 产品 ARR 持续提升。国内看,“人工智能+”政策落地。我们认为,多重催化下AI 产业链确定性持续提升,有望持续收入提速+估值重塑,持续看好下半年AI 垂类应用投资机会及明年大厂Meta 逻辑演绎。海外大厂云收入环比提速,CAPEX 高增趋势持续性强。从25Q2 微软、谷歌、亚马逊...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10