近日,国金证券发布研报称,市场主线仍将聚焦于 AI 产业链,相比前两年,今年上半年 AI 技术在落地应用方面取得显著进展,预计下半年相关增长势头将进一步加速,实现环比倍数提升。报告明确指出了几个确定性较高的 AI 落地方向,包括软硬结合的端侧 AI 硬件、C 端(尤其是出海方向)软件、B 端企业服务与制造业信息化,以及 G 端 / 大 B 端的大模型定性化、私有化部署与一体机解决方案。业内分析认为...
Source Link近日,国金证券发布研报称,市场主线仍将聚焦于 AI 产业链,相比前两年,今年上半年 AI 技术在落地应用方面取得显著进展,预计下半年相关增长势头将进一步加速,实现环比倍数提升。报告明确指出了几个确定性较高的 AI 落地方向,包括软硬结合的端侧 AI 硬件、C 端(尤其是出海方向)软件、B 端企业服务与制造业信息化,以及 G 端 / 大 B 端的大模型定性化、私有化部署与一体机解决方案。业内分析认为...
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