摩根大通发表报告,持续认为智谱(02513.HK) 与MiniMax(00100.HK) 均为中国人工智能采用周期的结构性受益者,其背后有强劲的API需求、不断改善的变现能力,以及国内市场企业级AI工作负载扩展仍处初期阶段作为支撑。在乐观展望下,两者目前提供不同模式体现有关主题:智谱具更清晰变现框架,且在达至年底年化收入率约10亿美元的执行路径上更具可衡量性,得益于API定价及程式码采用情况的高...
Source Link摩根大通发表报告,持续认为智谱(02513.HK) 与MiniMax(00100.HK) 均为中国人工智能采用周期的结构性受益者,其背后有强劲的API需求、不断改善的变现能力,以及国内市场企业级AI工作负载扩展仍处初期阶段作为支撑。在乐观展望下,两者目前提供不同模式体现有关主题:智谱具更清晰变现框架,且在达至年底年化收入率约10亿美元的执行路径上更具可衡量性,得益于API定价及程式码采用情况的高...
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