中信证券指出近期北美三大模型厂商同时发布新款模型引发资本市场关注。谷歌发布了全球首个实时可交互世界模型Genie 4生成

智通财经
Aug 07
中信证券指出近期北美三大模型厂商同时发布新款模型引发资本市场关注。谷歌发布了全球首个实时可交互世界模型Genie 4生成视频时长可达数分钟;Anthropic发布了Claude 4.1编程测试得分刷新行业记录;OpenAI发布开源推理模型gpt-oss200亿参数版本可在移动端本地部署且性能表现良好。中信证券认为模型厂商近期的快速更新迭代的影响包括:科技巨头在前沿模型领域的军备竞赛、推理&scaling law&多模态等带来的算力持续爆炸式增长、推理能力提升带来复杂应用场景解锁可能等。美股科技领域建议继续围绕基础设施、AI应用等环节重点布局AI计算芯片、HBM、AI网络设备、IDC、基础&应用软件、互联网服务等领域。

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