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Zhongtai Securities: Optimistic about investment opportunities in companies with large model capabilities and application scenarios
Sino-Thai Securities said that the global and China large-model market is growing rapidly, and the economic boost effect is significant. Domestic AI is expected to build a high value-for-money Token pricing moat by leveraging its advantages in energy and compute costs, with its competitiveness continuing to improve. Combined with rising demand for AI to B/C applications such as AI Agents and multi-modal capabilities, it looks favorably on investment opportunities in relevant companies that have large-model capabilities and application scenarios.