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中泰证券-计算机行业:AI大变局下应用端的确定性机会-240605

ChatGPT的横空出世开启了人工智能革命的新浪潮,被形容为“iPhone 时刻”,一时间产业圈和投资圈都热闹非凡,从GPT到GPTs,从NLP到多模态,从AI大模型到AIagent,从中心端的GPU、云计算到终端的AIPC、AI手机、AIpin,技术、产品、模式都在快速创新迭代,A股也是算力、模型、应用快速轮番演绎,经历了最初的预期高涨与现在的理性回归,实际上,我们现在正处于人工智能技术与产业大

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