【券商聚焦】招银国际：坚定看好AI主题的投资机会并建议关注在产业链协同发展中的投资机会

金吾资讯10-20

金吾财讯 | 招银国际表示，从近期行业趋势来看，美国芯片巨头、云服务商、AI 模型与应用厂商正在深化战略协同、提升全产业链的效率并深化商业化变现探索。Sora 2 上线加速 AI 视频应用生态发展，而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会，并建议关注在产业链协同发展中的投资机会。中国互联网软件公司中，建议关注云业务增长有望维持强劲、芯片端有良好布局且 AI ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2576588276?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-20 13:16","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2576588276","market":"us","top_or_hot":-1,"title":"【券商聚焦】招银国际：坚定看好AI主题的投资机会 并建议关注在产业链协同发展中的投资机会","media":"金吾资讯","content":"<div>\n<p>金吾财讯 | 招银国际表示，从近期行业趋势来看，美国芯片巨头、云服务商、AI 模型与应用厂商正在深化战略协同、提升全产业链的效率并深化商业化变现探索。Sora 2 上线加速 AI 视频应用生态发展，而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会，并建议关注在产业链协同发展中的投资机会。中国互联网软件公司中，建议关注云业务增长有望维持强劲、芯片端有良好布局且 AI ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020131634a4696c2a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】招银国际：坚定看好AI主题的投资机会 并建议关注在产业链协同发展中的投资机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】招银国际：坚定看好AI主题的投资机会 并建议关注在产业链协同发展中的投资机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 13:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020131634a4696c2a&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 招银国际表示，从近期行业趋势来看，美国芯片巨头、云服务商、AI 模型与应用厂商正在深化战略协同、提升全产业链的效率并深化商业化变现探索。Sora 2 上线加速 AI 视频应用生态发展，而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会，并建议关注在产业链协同发展中的投资机会。中国互联网软件公司中，建议关注云业务增长有望维持强劲、芯片端有良好布局且 AI ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020131634a4696c2a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1720051108.HKD","symbol_name":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020131634a4696c2a&s=b","article_id":"2576588276","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020131634a4696c2a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576588276","pubTimestamp":1760937378,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"Sora 2 上线加速 AI 视频应用生态发展，而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会，并建议关注在产业链协同发展中的投资机会。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4548":"巴美列捷福持仓","AI":"C3.ai, Inc.","LU1548497426.USD":"安联环球人工智能AT Acc","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4551":"寇图资本持仓","BK4607":"DeepSeek概念股","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4561":"索罗斯持仓","BK4023":"应用软件","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4543":"AI","DDOG":"Datadog","BK4585":"ETF&股票定投概念","MSFT":"微软","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BABA":"阿里巴巴","BK4587":"ChatGPT概念","BK4528":"SaaS概念","01024":"快手-W","BK4613":"AI应用软件","BK4535":"淡马锡持仓"},"translate_title":"[Brokerage Focus] CMB International: Firmly optimistic about investment opportunities in AI themes and recommends paying attention to investment opportunities in the coordinated development of the industrial chain","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DDOG":0.84,"MSFT":0.9,"AI":0.9,"01024":0.9,"BABA":0.9},"content_text":"金吾财讯 | 招银国际表示，从近期行业趋势来看，美国芯片巨头、云服务商、AI 模型与应用厂商正在深化战略协同、提升全产业链的效率并深化商业化变现探索。Sora 2 上线加速 AI 视频应用生态发展，而应用生态繁荣也反向驱动推理算力需求快速增长。该机构仍坚定看好AI主题的投资机会，并建议关注在产业链协同发展中的投资机会。中国互联网软件公司中，建议关注云业务增长有望维持强劲、芯片端有良好布局且 AI 相关新业务营收持续起量的的阿里巴巴(BABA US)、百度(BIDU US)，及 AI 拉动广告和云业务较快增长的腾讯(00700)、可灵变现进展积极的快手(01024)。海外互联网软件公司中，建议关注云业务营收持续快速增长的微软(MSFT US)，及 AI 变现取得实质进展、估值仍有提升空间的派拓网络(PANW US)、Datadog(DDOG US)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2576588276","isCrawlerRequest":true}

【券商聚焦】招银国际：坚定看好AI主题的投资机会 并建议关注在产业链协同发展中的投资机会

精彩评论

【券商聚焦】招银国际：坚定看好AI主题的投资机会并建议关注在产业链协同发展中的投资机会