中信证券:国产AI应用有望再次领跑本轮AI浪潮

金融界
Sep 01, 2025
中信证券研报表示,阿里巴巴二季度Capex超预期,国产算力链AI需求有望加速增长,建议关注国产算力产业链机会。Deepseek引领国产SOTA模型创新,与国产算力相向而行。国产算力与模型合力支撑下,国产AI应用有望再次领跑本轮AI浪潮,建议重视具备场景/数据/技术壁垒的应用公司。

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