AI产业迈入“生态驱动”新阶段,三大方向投资价值凸显

DoNews
Oct 30

随着底层大模型的日渐成熟,以及模型之间能力的差距逐步缩小,AI行业正开启一场发展范式的深层变革。10月27日,华安证券发布研报表示,以OpenAI DevDay 2025为标志,AI的战略重心已从提供单一功能的API,转向构建一个平台化、生态化的“超级操作系统”。中邮证券亦表示,OpenAI、字节、腾讯等正开启平台化转型升维商业模型,大模型核心价值已从“颠覆者”转向“赋能者”。中邮证券认为,AI...

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