计算机行业周观点第12期:GPT~5计划于8月初推出 WAIC大会规模空前

海通国际
Aug 07, 2025

本报告导读:宇树科技启动上市辅导,GPT-5 最早将在八月初退出,2025 年世界人工智能大会于上海开幕规模空前,AI应用商业化进程有望加速。投资要点:投资建议:宇树科技启动上市辅导,冲击万亿人形机器人市场;GPT5 最早将在八月初退出,2025 年世界人工智能大会于上海开幕,AI应用商业化进程有望加速。我们继续看好计算机板块,重点标的:金蝶国际、金山办公、合合信息、赛意信息、新大陆、通行宝、...

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