【大华继显：中国互联网AI由基建投资转向智能变现 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，大华继显发布研报称，人工智能行业正由产能驱动的投资周期，转向智能变现周期，模型差异化、推理效率、企业采用及可持续毛利创造，将日益决定价值;该行对中国人工智能价值链维持建设性看法，维持行业“与大市同步”看法，首选阿里巴巴-W(09988.HK)、腾讯控股(00700.HK)及智谱(02513.HK)，均予“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.