《大行》美银证券:加价反映AI需求强劲 看好万国数据(9698.HK)及金山云(03896.HK)

阿斯达克财经
Feb 13

美银证券发表研究报告指出,本周观察到中国AI行业多项瞩目进展。字节跳动发布Seedance 2.0具备先进多模态能力的次世代视频生成模型。智谱(02513.HK) 推出旗舰级GLM-5,编程及推理性能提升,同时由于需求强劲,将其GLM编程方案对新用户加价至少30%。另外,DeepSeek更新模型,上下文窗口延长且知识更即时。MiniMax M2.5于其海外代理平台开放测试。公有云方面,优刻得(...

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