周观点 | 《异环》三测表现亮眼,千问30亿红包活动启动【建投传媒互联网】

中信建投研究传...
Feb 09

AI应用行业观点:依然坚定看好AI产业趋势下的投资机会。我们认为,AI在重塑各行各业,包括业务落地层面的工作流,也包括竞争格局、商业模式。全栈AI布局的公司优势突出;护城河较深、积极拥抱AI的公司生存空间相对较大;而创业公司迎来快速让创意/想法落地的极佳的时代。整体产业趋势不变,但个股或各行业的AI叙事两极分化,海外软件公司“前景堪忧”,而头部大模型公司强势进击。1)Anthropic发布一款旨在...

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