《大行》摩通予中国AI价值链行业建设性看法 首选阿里、腾讯及智谱

阿斯达克财经
Yesterday

摩根大通发表研究报告指,首次扩大中国人工智能(AI)价值链覆盖范围,并予行业建设性看法。摩通预计,2026至30年期间,中国AI价值链累计经营溢利达5,440亿美元,其中模型及应用将贡献三分之一的行业利润,并占期内盈利增长近三分之二。另一方面,硬件利润份额预计由2026年93%,下降至2030年30%。该行预期,中国的Token需求在2026年至30年间将增长约60倍,其中企业端需求预计占2030...

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