大摩：赋能者和基础模型仍是中国AI关键投资主题广泛应用亦为受益者带来投资机会

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智通财经APP获悉，摩根士丹利发布研报称，中国人工智能(AI)正进入新阶段，从追赶技术能力转向捕捉价值，重点由训练转向推理，从技术转向应用，由潜力转向实际盈利。该行认为，在现阶段，赋能者(enablers)和基础模型仍是关键投资主题，但广泛的AI应用也为受益者带来投资机会。在该行对AI应用方的风险回报分析中，北森控股(09669)、美图公司(01357)、石头科技(688169.SH)、美的集团(...

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大摩：赋能者和基础模型仍是中国AI关键投资主题 广泛应用亦为受益者带来投资机会

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大摩：赋能者和基础模型仍是中国AI关键投资主题广泛应用亦为受益者带来投资机会