国信证券:AI是当前投资主线 推荐业务受益AI的巨头腾讯控股等公司

研报虎
Aug 11

核心观点人工智能动态:1)产品应用:Kimi K2新模型Hugging Face日均下载量排名第一;百度AI搜索月活国内第一;阿里国际站旗下OKKIAiReach上线近1个月,已帮助商家客均新增挖掘1325个潜客;OpenAI正式登陆亚马逊云科技;微软宣布将OpenAI的gpt-oss模型引入Azure AIFoundry;OpenAI发布开放权重人工智能模型;高德发布全球首个地图AI原生智能体;...

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