《大行》招商证券国际:世界模型成为主流迭代方向 AI互联网行业看好阿里、腾讯等

阿斯达克财经
Oct 15

招商证券国际发表研究报告指,影片生成模型能力近一年阶梯式跃迁,旗舰模型迭代周期压缩至一季度以内,生成效果大幅提升,世界模型成为主流迭代方向。中国厂商在榜单与开源生态两个维度全面领先,海外大厂重心转向原生多模态、纯模型厂商加速出清;商业化已从短剧拓展至影视级、广告电器与游戏等场景。该行表示,行业面临竞争升维,价值捕获点正从模型层迁移到通路、使用者与生态。该行持续看好AI影片生成赛道的高景气度与商业化...

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