国泰海通|AI应用· 合集

国泰海通证券研究
Nov 21, 2025

谷歌Gemini 3的发布标志着大模型技术进入新一轮跃迁期。阿里巴巴发布基于Qwen模型的个人AI助手“千问App”。国务院办公厅印发《关于加快场景培育和开放推动新场景大规模应用的实施意见》指出,加强人工智能领域高价值应用场景培育和开放。模型迭代、强资本开支与国产化共振,AI应用催化不断

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