科技产业研究周报:巨头业绩与资本开支高增,AI投入产出合理且可持续

国金证券
Feb 11

(以下内容从国金证券《科技产业研究周报:巨头业绩与资本开支高增,AI投入产出合理且可持续》研报附件原文摘录)核心要点产业前沿英伟达拟达成投资协议,向OpenAI提供200亿美金,GPT-5.2与GPT-5.2-Codex两款模型实现了约40%的整体速度提升,Anthropic发布ClaudeOpus 4.6,SpaceX收购xAI,合并后的估值1.25万亿美元,OpenAI面向科研人员推出由GPT...

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