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《大行報告》高盛:中國互聯網巨頭旗下人工智能計劃的機遇與風險並存 關鍵是執行力
高盛發表研究報告指,考慮到中美關係對內地互聯網搜索行業格局、或貨幣化模型,以及先進GPU或芯片供應有潛在的影響,故認為中國互聯網巨頭旗下人工智能計劃的機遇與風險並存,而其關鍵在於執行力、訓練或測試。該行預計,在提升終端用戶及企業等生產力方面,人工智能將會發揮重要作用,透過數百至數千億個參數和程序能力,並基於程序需求增加,這將會推動雲玩家的機會。 該行表示,有報道指阿里巴巴(09988.HK)達摩院正研究類似ChatGPT產品,並近期處於內部測試階段,或有機會與DingTalk作出深度整合;該行認為在內地互聯網巨頭當中,在AI芯片、模型及基礎建設方面,阿里處於一個有利地位。 該行又指,騰訊(00700.HK)人工智能實驗室(AI Lab)結合集團業務場景,並集中於聚焦遊戲人工智能、數字人、內容人工智能、社交人工智能等四大領域應用,並擁有逾100款自研產品。該行認為,騰訊亦在傳統行業尋求重要的人工智能應用,包括醫療保健、農業、工業和製造業,以幫助企業優化其基礎設施和營運。(ca/k) ~
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