互联网传媒周报:AI入口争夺更明显 游戏关注华通点点和哔哩哔哩

申万宏源研究
Oct 26

本期投资提示:互联网(云计算、芯片和应用)AI 价值重估并未结束。(1)国内来看,二十届四中全会将高水平科技自立自强摆在关键位置,人工智能底层技术(模型、芯片)等自主可控趋势明确;(2)全球来看,下周将迎美股科技巨头微软、Meta、谷歌、苹果、亚马逊等财报,AIcapex 指引以及token 数的增长是支撑全球AI 投资叙事的关键;(3)互联网/大模型AI 时代的入口争夺更加明显,或成为AI 应用...

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