大摩:2030年中国2C AI可变现整体潜在市场料达约3000亿元,看好腾讯、阿里

格隆汇
3 hours ago
摩根士丹利发表报告,指中国凭借强大的分发能力和明确的应用场景,引领全球 2C AI (面向个人消费者的人工智能)的普及与采用。大摩认为AI将加速现有移动互联网的变现进程,并预估到2030年中国2C AI的可变现整体潜在市场(TAM)将达到约3000亿元。 消费者采用人工智能层面上,中国处于领先地位,这主要由分发能力以及与应用场景的契合度所驱动。该行调查显示,中国每周个人AI的使用率达到80%,而美国仅为54%。尽管两个市场的基本存取服务均为免费,但中国的优势在于:免费获取与生态系统分发、农历新年行销活动以及更广泛的日常应用场景紧密结合。 个股方面,大摩看好腾讯(微信的护城河更有可能被豆包进一步增强而非取代)以及垂直领域龙头例如美团、淘宝等,这些企业的现有产品已经掌握了需求、数据与执行能力,其增量获客成本低且转化效果可被衡量。鉴于阿里巴巴具备全栈AI能力,依然是大摩的首选标的。

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