研报掘金丨长城证券：维持海康威视“买入”评级，看好公司作为AIoT龙头的发展

格隆汇07-24

长城证券研报指出，海康威视发布微信公众号推送《跨越存储周期桎梏：AI大模型与编码技术共振，探寻安防产业破局之路》。认为公司通过持续的行业深耕，巩固了其在视频处理领域的技术壁垒与成本优势。AI大模型助力跨越存储周期桎梏。认为海康威视在边缘智能场景具备"低时延+高算效"的差异化优势，是产业智能化向分布式边缘AI 发展过程中的核心基础设施供应商。公司卡位端侧应用，在AI从软件侧逐步向端侧融合的背景下，...

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