东吴证券：Google(GOOGL.US)发布Gemma 4 模型能力跃迁催化终端硬件升级周期

智通财经04-07

智通财经APP获悉，东吴证券发布研报称，Google(GOOGL.US)发布Gemma 4系列开源模型，支持Agent推理、多模态（图像、视频、音频）、长上下文及多语言能力。技术聚焦内存效率优化，降低端侧部署门槛，扩大设备覆盖范围。Apache 2.0协议放开商用，结合Android生态落地，有望驱动端侧硬件升级与新一轮换机周期。东吴证券主要观点如下：Google发布Gemma4开源模型，...

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