中信建投研报指出GPT-5正式发布在长文本记忆、幻觉率的降低和推理效率优化为AI应用的生长提供了更好的土壤。后续可期待G

智通财经2025-08-11

中信建投研报指出GPT-5正式发布在长文本记忆、幻觉率的降低和推理效率优化为AI应用的生长提供了更好的土壤。后续可期待Google、Anthropic的更新和国内模型的跟进以及基模优化下AI应用代币化的持续落地。华为全面开源CANN生态针对不同层级开发者差异化开放大幅提高开发效率有望对标CUDA加速追赶。1）利好有数据、有客户、有场景的软件企业AI产品有望带动公司ARPU提升和项目单价上升；2）...

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