进入下半年，港股AI头部厂商股价迎来修复，阿里巴巴-W、腾讯控股、百度集团-SW等连续两日股价反弹。 中信建投证券表示：头部厂商正通过底层架构优化，推动大模型推理边际成本的持续下降，进而全面加速AI应用在B端高频场景的商业化生态闭环。 回顾上半年，国内大模型“新贵”和“头部厂商”个股层面呈现极端“K型”分化。“新贵”智谱年初上市后股价大涨1710.67%，MINIMAX-W大涨152.73%，迅策...
Source Link进入下半年，港股AI头部厂商股价迎来修复，阿里巴巴-W、腾讯控股、百度集团-SW等连续两日股价反弹。 中信建投证券表示：头部厂商正通过底层架构优化，推动大模型推理边际成本的持续下降，进而全面加速AI应用在B端高频场景的商业化生态闭环。 回顾上半年，国内大模型“新贵”和“头部厂商”个股层面呈现极端“K型”分化。“新贵”智谱年初上市后股价大涨1710.67%，MINIMAX-W大涨152.73%，迅策...
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