华创证券研报显示,当前互联网板块估值修复至历史估值带相对低位,具备较高安全边际。AI浪潮正在重塑板块的长期增长曲线,推动行业进入新的价值重估期。围绕AI产业链,1、云基建/算力端:建议关注头部云服务商,其业绩将直接受益于AI大模型训练和推理对算力、带宽的巨大需求,是AI时代的“卖水人”。 2、应用变现/SaaS端:重点关注具备清晰AIGC商业化路径的公司,尤其是成功转型为订阅制、实现生产力工具爆发...
Source Link华创证券研报显示,当前互联网板块估值修复至历史估值带相对低位,具备较高安全边际。AI浪潮正在重塑板块的长期增长曲线,推动行业进入新的价值重估期。围绕AI产业链,1、云基建/算力端:建议关注头部云服务商,其业绩将直接受益于AI大模型训练和推理对算力、带宽的巨大需求,是AI时代的“卖水人”。 2、应用变现/SaaS端:重点关注具备清晰AIGC商业化路径的公司,尤其是成功转型为订阅制、实现生产力工具爆发...
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