《大行》大华继显:AI云业务为中国互联网首要细分市场 首选阿里(09988.HK)

阿斯达克财经
May 07

大华继显发表报告表示,在中国大型语言模型(LLM)竞争加剧、代理型AI与AI超级应用崛起的背景下,“词元”(Token)使用需求持续强劲增长,企业AI采用推动云端定价能力提升,AI代理使用增加,以及消费者AI助手的扩展,该行依然将AI云端视为中国互联网板块的首选细分市场,并将阿里-W(09988.HK) 作为核心推荐。在未来六至十二个月,该行关注的AI叙事包括:(1)LLM竞争的演进、(2)云端...

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