招商证券：AI应用算力大时代开启建议关注腾讯、阿里等

招商证券03-09

事项：近期我们持续测评和跟踪了字节SD 和OPENCLAW，虽然测评过程中，仍然有很多不满意之处，但总体上，这两款AI 应用可以初步宣告进入了AI 应用算力的大时代。我们看到去年底，市场还在为AI 是否存在泡沫有着不小的争论，包括现在，随着一些国内外算力和AI 应用板块的调整，对AI 泡沫论的担心仍然持续存在。但在我们近期跟踪测评了上述两款应用后，真的属于让我们可以说“哇”的应用。像SD 2.0 ...

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招商证券：AI应用算力大时代开启 建议关注腾讯、阿里等

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招商证券：AI应用算力大时代开启建议关注腾讯、阿里等