【中信证券:军工AI正成为重塑未来战争形态的核心力量】中信证券研报认为,DeepSeek-R1发布助推垂直领域AI Agent迎来产业快速发展节点,尤其在特种领域展现出颠覆性的应用潜力。军工AI正成为重塑未来战争形态的核心力量,以美国为首的科技大国正引领军用AI市场呈现指数级扩张,Palantir、Andruil等新兴科技巨头的崛起正打破传统国防承包商主导的业态,推动现代武器装备体系迈向智能跃迁的新阶段。我国军用AI还处于初级阶段,参考美国发展历程,更看好在基础底座、端侧AI芯片、军用通信、智能装备领域的核心公司。

金融界
17 Feb
中信证券研报认为,DeepSeek-R1发布助推垂直领域AI Agent迎来产业快速发展节点,尤其在特种领域展现出颠覆性的应用潜力。军工AI正成为重塑未来战争形态的核心力量,以美国为首的科技大国正引领军用AI市场呈现指数级扩张,Palantir、Andruil等新兴科技巨头的崛起正打破传统国防承包商主导的业态,推动现代武器装备体系迈向智能跃迁的新阶段。我国军用AI还处于初级阶段,参考美国发展历程,更看好在基础底座、端侧AI芯片、军用通信、智能装备领域的核心公司。

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