金吾财讯 | 中银国际报告指出，中国AI生态创新持续加速。3月5日阿里巴巴(09988)发布的QwQ-32B模型性能已接近或超越DeepSeek-R1，且通过独特强化学习框架实现更高成本效益；同日中国首个通用AI智能体Manus.ai发布，以40+应用案例演示引发行业关注。该行认为，尽管当前AI技术尚未突破范式转变，但工程层面持续进步（成本优化、生态扩展及交互迭代）仍将推动行业成为投资焦点。中国科技公司凭借AI技术崛起及相对美国对标企业的估值优势，有望持续显著受益。
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