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AIGC行业：大模型改变开发及交互环境，处于高速迭代创新周期-华安证券

投资建议 • GPTs上线2个月后用户便创建了超过300万个应用，GPT提供了基于大模型的原生开发环境，用户可通过更加自然的语言交互方式，减少对传统GUI的依赖，同时多模态的趋势仍在继续，大模型仍处于高速创新迭代周期，头部公司对2024年的Gen AI的资本开支保持积极，建议关注AI算力及大模型布局厂商 NVIDIA,AMD,Intel,IBM,Microsoft,Alphabet,Amazon,

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