中信证券研报指出2025年7月海外AI应用仍在加速。一方面谷歌7月Token处理量达980万亿较5月翻倍微软Azure

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中信证券研报指出2025年7月海外AI应用仍在加速。一方面谷歌7月Token处理量达980万亿较5月翻倍微软Azure AI Foundry Q2 Token处理量达310万亿环比增长210%；另一方面在ChatGPT和Claude等头部应用带动下海外前100 AI应用7月年度经常性收入（ARR）总额达到393亿美元较5月增长17.3%收入持续兑现。应用层面AI Coding和多模态仍是最火热方向...

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