中国银河证券：大厂抢占流量入口 AI生态C端路径验证开启

智通财经02-12

智通财经APP获悉，中国银河证券发布研报称，除豆包外，前期多家大厂亦已开启红包活动抢占C端用户。本次“AI红包大战”的本质是各大厂商对C端流量入口的抢占，同时也是对用户习惯的一次规模化的培养。在本次“AI红包大战”中，各大厂商均将旗下的AI助手/Chatbot作为核心载体。后续若大模型与原有的电商、支付、本地生活等业态进一步联通，实现AI+全场景的产业生态后，大模型应用在C端的商业路径有望得到...

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