小摩:予中国AI价值链行业建设性看法 首选阿里巴巴-W(09988.HK)、腾讯控股(00700.HK)及智谱(02513.HK)

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【小摩:予中国AI价值链行业建设性看法 首选阿里巴巴-W(09988.HK)、腾讯控股(00700.HK)及智谱(02513.HK)】智通财经APP获悉,摩根大通发布研报称,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。该行首选阿里巴巴-W(09988.HK)、腾讯控股(00700.HK)及智谱(02513.HK),均予“增持”评级,目标价分别为205港元、690港元及2000港元。阿里巴巴拥有芯片、云端及模型整合能力;腾讯拥有尚未完全反映在估值中的稀缺AI应用资产;智谱拥有差异化智能以带动付费使用。

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