金吾财讯 | 招银国际表示,从近期行业趋势来看,美国芯片巨头、云服务商、AI 模型与应用厂商正在深化战略协同、提升全产业链的效率并深化商业化变现探索。Sora 2 上线加速 AI 视频应用生态发展,而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会,并建议关注在产业链协同发展中的投资机会。中国互联网软件公司中,建议关注云业务增长有望维持强劲、芯片端有良好布局且 AI ...
Source Link金吾财讯 | 招银国际表示,从近期行业趋势来看,美国芯片巨头、云服务商、AI 模型与应用厂商正在深化战略协同、提升全产业链的效率并深化商业化变现探索。Sora 2 上线加速 AI 视频应用生态发展,而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会,并建议关注在产业链协同发展中的投资机会。中国互联网软件公司中,建议关注云业务增长有望维持强劲、芯片端有良好布局且 AI ...
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