小摩：目前断定AI应用最终赢家为时过早，腾讯优势在于应用场景

智通财经网02-09

智通财经APP获悉，摩根大通发布研报称，消费者行为正在转变，用户获取信息和消费内容的方式逐渐改变，聊天机器人正成为搜寻、推荐和任务执行的新“起点”。该行认为，大型互联网平台现在愿意投入真正的营销资金以加速采用，这将机器性地提高推理量并推动Token消耗的快速增长。小摩更青睐中国AI基础设施受益，如阿里巴巴-W(09988)和百度集团-SW(09888)以及线上广告受益者快手-W(01024)作为...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209153711a6e5092a&s=b><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根大通发布研报称，消费者行为正在转变，用户获取信息和消费内容的方式逐渐改变，聊天机器人正成为搜寻、推荐和任务执行的新“起点”。该行认为，大型互联网平台现在愿意投入真正的营销资金以加速采用，这将机器性地提高推理量并推动Token消耗的快速增长。小摩更青睐中国AI基础设施受益，如阿里巴巴-W(09988)和百度集团-SW(09888)以及线上广告受益者快手-W(01024)作为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209153711a6e5092a&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":"LU0463099449.HKD","symbol_name":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) 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