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《大行報告》中金:騰訊(00700.HK)AI大模型內外兼修 重申「跑贏行業」評級
阿思達克 06-20 14:30
中金發表研究報告指,騰訊(00700.HK)旗下騰訊雲近日舉辦行業大模型及智能應用技術峰會,宣布推出模型即服務(Model as Service,MasS)能力全景圖,計劃打造一站式行業大模型精選商店,以協助客戶構建專屬大模型及應用。 該行預期,騰訊雲可提供切合不同行業需求的垂類模型,企業用戶將可透過快速精調,生成專屬模型與訂制服務,覆蓋金融、文旅、政務、傳媒、教育等十大行業,考慮到騰訊雲本身擁有不少B端客戶,透過向他們提供能力更強及效率更高的大模型,有助於短期內解決企業經營痛點,將提高企業付費意願。 中金指,騰訊AI大模型內外兼修,騰訊雲的大模型能力可應用於騰訊會議等SaaS產品當中,將進一步加強產品的優勢及提升變現潛力,維持盈利預測基本不變,同時維持「跑贏行業」評級及目標價475元不變。
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