中金：受模型层情绪外溢 AI应用端迎来估值重塑

智通财经01-13

智通财经APP获悉，中金发布研报称，近期，AI大模型层催化及惊喜不断，包括全球首批两家独立模型厂商上市、DeepSeek预计将在春节发布新一代模型V4、火山引擎官宣作为春晚独家AI云合作伙伴等，从AI Infra、AI模型到AI应用均迎来估值抬升及投资新机遇。其中，在AI应用层面，今年随着模型能力持续提高+垂类场景数据整合，AI应用渗透率将提升。尤其可以关注：业绩确定性高的AI Coding，用户...

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