Anthropic呼吁放慢先进AI模型开发 浙商证券:短期使AI硬件公司、大模型公司承压,中长期利好AI应用,AI终端公司

格隆汇
Yesterday
Anthropic呼吁放慢先进AI模型开发,并提到人们越来越担忧人工智能会给人类带来“严重”风险,马斯克等业界大佬表示赞同。浙商证券分析师冯翠婷等在报告中指出,该事件短期使AI硬件公司、大模型公司承压,中长期利好AI应用,AI终端公司。中长期AI算力建设,尤其是国产算力趋势不变;全球Token使用量会继续爆发式增长,对推理算力需求快速提升。

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