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Zhongtai Securities: Optimistic about investment opportunities in companies with large model capabilities and application scenarios
JingDaily AI Express, Zhongtai Securities pointed out that the global and China large-model market is growing rapidly, and the economic stimulus effect is significant. Domestic AI is expected to build a high-value Token pricing moat by leveraging advantages in energy and compute costs, with competitiveness continuing to improve. Coupled with rising AI Agent and multimodal AI to B/C application demand, we are optimistic about investment opportunities in relevant companies with large-model capabilities and application scenarios.
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