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中信證券:AI產業將大概率成爲全球科技領域中期最具投資價值產業賽道之一
格隆匯6月23日丨中信證券研報認爲,2019年以來,AI大模型帶來問題泛化求解能力大幅提升,“大模型+小模型”逐步成爲產業主流技術路線,驅動全球AI產業發展全面加速,並形成“芯片+算力基礎設施+AI框架&算法庫+應用場景”的穩定產業價值鏈結構。近年來衆多AI相關企業亦先後登陸資本市場,推動二級市場AI產業集羣效應不斷凸顯,基於產業空間、成長性、競爭格局等維度因素綜合分析,我們判斷,AI產業將大概率成爲全球科技領域中期最具投資價值產業賽道之一,領先AI芯片廠商、雲計算巨頭(算力設施+算法框架)、AI+應用場景龍頭廠商、平臺型算法框架廠商等有望持續成爲產業發展的核心受益者。
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