金吾财讯 | 人工智能板块走强，截至发稿，爱芯元智（00600）涨7.60%，云知声（09678）涨7.10%，小米集团-W（01810）涨5.91%，美团-W（03690）涨5.67%，阅文集团（00772）涨4.88%，阿里巴巴-W（09988）涨3.73%，芯智控股（02166）涨3.18%。消息面上，国元证券表示，要将AI应用商业化视为“板块最重要的产业主线”。其认为，AI能力与业务场景融合的核心逻辑持续强化，海外大模型厂商密集发布新模型并大幅降价，AI商业化正从模型调用走向交易闭环；电商平台上线AI导购，推动AI能力从工具层面向交易环节渗透。配置上，该机构建议重点关注南向资金持续买入、AI应用商业化领先且现金流稳健的互联网平台龙头，以及受益于大模型生态扩容的云计算与软件服务标的。
另一消息面上，摩根大通表示，AI行情进入拐点，投资主线从单纯算力建设转向产业扩散，推荐杠铃配置策略。一方面继续守住算力瓶颈带来的硬件机会；另一方面布局AI智能体、行业应用等下游落地标的。
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