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国信证券-传媒行业AIGC系列研究：大模型和算力服务更快更省，AI应用值得期待-240614
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- 《国信证券-传媒行业AIGC系列研究：大模型和算力服务更快更省，AI应用…》主要讨论：AIGC产业持续推进，国内市场AI主题退潮、海外龙头持续超预期。1）AIGC持续迭代，模型层面OpenAI发布GPT-4o，国内应用端Kimi、豆包、秘塔等出圈；2）从市场表现来看，受Sora以及国…
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- 来源机构：国信证券，篇幅约 38 页。
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