美银证券：加价反映AI需求强劲看好万国数据(09698)及金山云(03896)

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智通财经APP获悉，美银证券发布研报称，本周观察到中国AI行业多项瞩目进展。字节跳动发布Seedance 2.0具备先进多模态能力的次世代视频生成模型。智谱(02513)推出旗舰级GLM-5，编程及推理性能提升，同时由于需求强劲，将其GLM编程方案对新用户加价至少30%。另外，DeepSeek更新模型，上下文窗口延长且知识更即时。MiniMax M2.5于其海外代理平台开放测试。公有云方面，...

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美银证券：加价反映AI需求强劲 看好万国数据(09698)及金山云(03896)

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美银证券：加价反映AI需求强劲看好万国数据(09698)及金山云(03896)