【中信建投武超则:以DeepSeek为代表的人工智能将带来四方面投资机会】金十数据2月25日讯,2月25日,中信建投证券2025年度“人工智能+”投资策略会在北京开幕。会上,中信建投证券研究发展部兼国际业务部行政负责人武超则与多位行业首席分析师围绕人工智能未来的投资机会进行了观点分享。武超则表示,当前,AI大模型正在经历从研发到生产的过程,创新活跃,大模型技术路线及能力快速迭代,开源闭源交叉领先,国产模型差距缩小,易用性大幅提升,模型平权趋势明显。具体到投资方向上,武超则表示,以DeepSeek为代表的人工智能将带来四方面投资机会。武超则总结,数字经济主要分为三个阶段:PC阶段、移动互联网阶段以及智能时代。数字经济的核心特征是“数据”和“算法”,数字化是双向的,未来绝大多数企业都是数字化企业,智能化是最终目标。AI是加速数字化应用落地的现象级工具,也是数字化时代的“操作系统”和“新引擎”。
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