国投证券:AI模型及产品迭代驱动投资机会 看好腾讯、快手

金吾财讯
Jan 30

国投证券(香港)发布研报称,2026年1月全球大模型token日均调用量较去年12月增长26%,其中国内模型Qwen、DeepSeek、智谱等表现突出。报告认为AI应用在B端和C端均呈现加速落地趋势,C端用户规模持续提升但竞争加剧,B端渗透率仍有较大提升空间。行业数据显示,1月智谱开源多模态模型GLM-Image及GLM-4.7-Flash,带动其token消耗量显著增长;MiniMax因AI助理...

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