国联民生证券：AI上游高景气持续验证下游应用环节有望扩散加速

智通财经02-05

智通财经APP获悉，国联民生证券发布研报称，AI上游(算力、存储)高景气的持续验证仍是本轮AI浪潮的“前浪”——市场仍然关切AI产业链的下游，即终端应用的落地与跑通本轮云涨价背后固然利好传统的云&算力基础设施，但在逻辑环节上仍未直接证明AI从基础到应用的闭环。而Clawdbot所代表的边缘AI恰恰回应了市场对于AI应用扩散和广大需求端解放的可能性。但从产业趋势判断上看，本次产品的热门或验证以...

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href=http://www.zhitongcaijing.com/content/detail/1401996.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，国联民生证券发布研报称，AI上游(算力、存储)高景气的持续验证仍是本轮AI浪潮的“前浪”——市场仍然关切AI产业链的下游，即终端应用的落地与跑通本轮云涨价背后固然利好传统的云&算力基础设施，但在逻辑环节上仍未直接证明AI从基础到应用的闭环。而Clawdbot所代表的边缘AI恰恰回应了市场对于AI应用扩散和广大需求端解放的可能性。但从产业趋势判断上看，本次产品的热门或验证以...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1401996.html\">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) 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国联民生证券：AI上游高景气持续验证 下游应用环节有望扩散加速

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国联民生证券：AI上游高景气持续验证下游应用环节有望扩散加速