国泰海通：全球AI产业多线共振从算力到应用全面验证

智通财经05-08

智通财经APP获悉，国泰海通发布研报称，谷歌(GOOGL.US)财报验证云业务AI需求端全面爆发，Anthropic天花板估值与OpenAI解绑标志全球大模型产业进入规模化落地新阶段;国内商汤(00020)模型开源与豆包开启付费，印证AI应用商业化窗口正式打开。全产业链景气度持续向上，算力基础设施确定性最高，应用侧格局加速分化。该行维持计算机板块“增持”评级。国泰海通主要观点如下：谷歌云业务爆发式...

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国泰海通：全球AI产业多线共振 从算力到应用全面验证

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国泰海通：全球AI产业多线共振从算力到应用全面验证