本期投资提示:岁末年初,AI 应用行情驱动因素?(1)产业角度:海外OpenAI 计划引入广告并发布AI 健康助手,国内AI 应用用户增长和变现进入关键阶段:字节豆包突破1 亿DAU 且引入抖音商城、掌握AI 社交入口Talkie 的Minimax 上市,AI 超级入口逐步形成。(2)二级市场:A 股成交额破3 万亿、风险偏好提升,AI 应用相较AI 算力2024 年9 月以来涨幅较小。A 股传媒...
Source Link本期投资提示:岁末年初,AI 应用行情驱动因素?(1)产业角度:海外OpenAI 计划引入广告并发布AI 健康助手,国内AI 应用用户增长和变现进入关键阶段:字节豆包突破1 亿DAU 且引入抖音商城、掌握AI 社交入口Talkie 的Minimax 上市,AI 超级入口逐步形成。(2)二级市场:A 股成交额破3 万亿、风险偏好提升,AI 应用相较AI 算力2024 年9 月以来涨幅较小。A 股传媒...
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