摩根士丹利发表报告指出,中国人工智能(AI)正进入新阶段,从追赶技术能力转向捕捉价值,重点由训练转向推理,从技术转向应用,由潜力转向实际盈利。该行认为,在现阶段,赋能者(enablers)和基础模型仍是关键投资主题,但广泛的AI应用也为受益者带来投资机会。在该行对AI应用方的风险回报分析中,北森控股(09669.HK) 、美图公司(01357.HK) 、石头科技(688169.SH) 、美的集团(...
Source Link摩根士丹利发表报告指出,中国人工智能(AI)正进入新阶段,从追赶技术能力转向捕捉价值,重点由训练转向推理,从技术转向应用,由潜力转向实际盈利。该行认为,在现阶段,赋能者(enablers)和基础模型仍是关键投资主题,但广泛的AI应用也为受益者带来投资机会。在该行对AI应用方的风险回报分析中,北森控股(09669.HK) 、美图公司(01357.HK) 、石头科技(688169.SH) 、美的集团(...
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