【摩根士丹利：阿里巴巴维持“与大市同步”评级 旗下阿里云大型语言模型推理成本大降】金十数据9月23日讯，摩根士丹利发布研究报告称，对阿里巴巴(09988.HK)维持“与大市同步”评级。阿里旗下阿里云推出全套的通义千问2.5升级方案，即从基础设施增强、扩大大型语言模型(LLM)规模和广泛应用，到降低LLM价格鼓励企业采用。报告中称，阿里云智能集团董事长兼CEO吴泳铭强调，尽管过去几年人工智能发展迅速，但通用人工智能(AGI)发展仍处于早期阶段。他强调，通义千问的应用程式界面(API)推理成本较去年同期下降97%，目标是进一步降低推理成本。目前50%的额外运算需求是由人工智能驱动，产业需求已逐渐从中央处理器(CPU)驱动演进至图形处理器(GPU)驱动。展望未来，几乎所有的软硬件都将具备推理能力。
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