阿里巴巴、快手：摩根大通看好 GenAI 投资_老虎社区_美港股上老虎 - 老虎社区

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阿里巴巴、快手：摩根大通看好 GenAI 投资

和讯网03-10

【3 月 10 日，摩根大通发表研报称，为中国生成式人工智能发展建立四个阶段框架并制定投资策略】认为其发展将对覆盖范围内的公司基本面及股价产生多年影响，当前中国 GenAI 刚入第二阶段开端，计算能力快速增长，基础设施即服务价值链将继续表现优异。高潜力的 GenAI 应用受益者虽不确定性和风险高，但该行推荐阿里巴巴和快手。摩通预计，中国的 GenAI 发展有一系列明确定义阶段，每个阶段市场动态重大转变，第二阶段建议关注 IAAS 价值链，此阶段 GenAI 功能采用将迅速普及；第三阶段可投资 GenAI 应用受益者；第四阶段预期原生的 GenAI 杀手级应用将出现并超越同行。

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