《大行》招商证券:阿里(09988.HK)构建全栈AI布局 续列为中国互联网首选

阿斯达克财经
Feb 25

招商证券国际研究报告指,阿里-W(09988.HK) 构建了一个“底层基础设施-模型-产品应用生态”的全栈AI布局,包括通义千问、阿里云及平头哥三大核心板块。该行认为,集团的全栈AI优势体现在以下几方面。第一,平头哥搭建自主可控的算力基础设施,最新推出的高端AI芯片真武810E性能对标英伟达H20。基于自研芯片开发模型,将有效透过模型优化和资源利用率改善降低单位成本。第二,通义模型构建全球最大的...

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