《大行》招商证券国际:国产模型迭加速助港股科技板块估值修复 首选阿里(09988.HK)腾讯(00700.HK)等

阿斯达克财经
Feb 12

招商证券国际研报指,内地龙头互联网企业模型迭代惊喜连连,包括字节跳动旗下“Seedance 2.0”及快手(01024.HK) 旗下“可灵3.0”电影级影片生成效果大幅提升;阿里巴巴(09988.HK) 的“Qwen-Image-2.0”对标“Nano Banana”,旗下桌面Agent工具“Qoder Work”对标“Claude Cowork”;全球模型服务平台OpenRouter旗下的“...

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