【券商聚焦】中信建投:国内外大模型密集迭代 持续推荐AI板块

金吾财讯
Feb 25

金吾财讯 | 中信建投表示,AI发展日新月异,大模型持续迭代升级,算力需求非常强劲。如智谱新模型编程能力大幅提升,引发算力需求激增,Seedance视频能力表现非常亮眼,引发业界大佬关注。该机构认为大模型的商业变现路径畅通,正在从“低价/免费圈地”阶段走向“为高质量付费”阶段,且带动的算力需求非常旺盛。假期期间,美股AI算力光通信个股总体表现亮眼,如Lumentum、康宁、Coherent均创历史新高(盘中或收盘),智谱与MINIMAX-WP也大涨。黄仁勋表示将在3月举办的GTC大会发布“世界前所未见”的芯片。继续看好AI产业链,包括大模型、AI算力链等。

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