华泰证券：多模态大模型和应用发展的奇点将至

市场资讯2025-07-11

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！华泰证券认为，多模态大模型和应用发展的奇点将至。判断依据包括：1）技术进步方面：原生多模态模型架构得到业界认可，OpenAI和Google的原生多模态模型已经在性能、延时、部署上展现出优势。2）商业化进展方面：全球维度看，除了最头部的OpenAI和Anthropic依靠模型“智能”实现商业化，相当一部分AI应用公司的商业化...

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