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交銀國際:AI+應用落地可期 看好垂類大模型在辦公、零售、金融等領域場景落地
格隆匯 02-18 16:10

交銀國際發佈研報指,DeepSeek與騰訊系產品合作意味底層基礎設施、應用端觸達、內容豐富將加速大模型商業化進程,AI+應用落地可期。對於2B端,AI變現以API接口調用訓練垂直行業模型,以及針對行業的解決方案落地;對於2C端,流量廣吿變現、用户訂閲付費變現、增值服務變現模式、電商是互聯網行業的商業化主流方式,短期或許仍以大模型輔助或基於現有變現模式提效,長期仍需探索創新變現形式。

對於DeepSeek的開源模式,該行認為其標誌着不久的將來,有一定規模算力的大模型均可以基於DeepSeek更新迭代並在現有模型上有較大突破,未來或可能陸續推出新一代自研大模型,並加速探索AI商業化模式。該行維持此前觀點,看好垂類大模型在辦公、零售、客服、金融、營銷、教育、文娛領域場景落地,雲服務提供商BAT(百度、阿里巴巴、騰訊)價值重估的機會,以及軟件行業在已有應用產品的迭代更新。

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