中信建投证券研报认为AI Coding通过大语言模型、检索增强生成等技术实现代码生成、补全、调试等自动化软件开发任务显著

智通财经
Sep 04
中信建投证券研报认为AI Coding通过大语言模型、检索增强生成等技术实现代码生成、补全、调试等自动化软件开发任务显著提升效率、降低人工成本并推动软件开发的普惠化使非技术人员也能参与开发。海外市场AI Coding成为大模型订阅的主要需求方向GitHub Copilot最新用户超2000万Cursor ARR突破5亿美元。中国市场在人工智能政策支持下头部厂商已在个人与企业用户订阅方面实现初步落地。AI Coding市场加速发展预计2032年市场规模增至271.7亿美元(CAGR 23.8%)。未来AI Coding将向多智能体协同、低代码平台结合及效果付费模式演进但需克服数据安全与技术成熟度风险最终从辅助工具转型为核心生产力重塑全球软件生态。

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