国内ai龙头企业股_国内ai龙头企业股票代码

NancaiyanxuanNews|CITICSecurities:AInarrativedrivesthevaluerevaluationofconsumerInternetleadersAImaybecomeacatalystforvaluerevaluation;2)Themarginalcostofthebigmodelwilldecline,helpingtheapplicationsidetoflourishandstimulateanewroundofInternetinnovationcycle. 在TheOneHand上，theleadingConsumerInternTertargetSarefertilegroundForeavelapementApplicationIntermsoftsoftsoftsoftechniclestrength，datarServes，applicationsCenarios等。 CusicsecuritySoptimisticaboutTheSubSubsefentimplemertationOfleheDconsumerInternetCompaniesIntheAi方向，并ManaintainsIntiNtsValuationImProvementIn2025...

CITICSecurities:AINaturaldrivesconsumerInternetvaluerevaluationleaderAImaybecomeacatalystforvaluerevaluation;2)BigmodelmarginThedeclineincostswillhelptheapplicationsidetoflourishandstimulateanewroundofInternetinnovationcycle. 在TheOneHand上，theleadingConsumerInternTertargetSarefertilefforTevelovermentingandApplicationofaiOffaiofaiontmsoftsoftsoftsofterments，datarServes，applicationsCenarios等。 CusicsecuritySoptimisticaboutTheSubSubseftheLeadingConsumerInternTernetCompaniesIntheDirectionofai，andMenaintainsIntsValuationImProvementIn2025...

ThestockpriceofAppLovin,theleaderinAImarketingintheUnitedStates,soaredby36.45%,settingarecordhighITHomereportedonFebruary14thatthestockofAppLovin,theleaderinAImarketingintheUnitedStates,soaredonThursdaylocaltime,withamaximumincreaseof36.45%,androsebymorethan24attheclose. ％。 theCompanyReportedExceedingExpectionsForfourth-Quarternings，withmanyanalystraisingtheirsharepriceTargets和Applovin'ssharepricealSobrokethe$500markforthefirtime。 ApplovinSaidInitSearningsCallthatthatthecompanyisstripping...

...IntelligentactionsummitWasheld.Institution：peadcompaniesthatbenefitfromaisupplychainwillcontinuetobenefit（withConceptStocks）。 根据Bloomberg'sunanimouse的偏见，thetalcapitalexpenditurefthefthefourmajorcloudvendvendorswillreachus$2710亿美元fist2025（年度increaseinariarcreaseof28％）。 Giventhatthecurrentaicapitalexpenditurecyclecontinues，theInstitutionBelievestHattheLeadingCompaniestHatbeneFitTheAi供应Chindeconthatbenefittheai。 forifderbendiciariesinclude：1）Keysupplyintheglobalaisupplychain...

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CITICSecurities:DeepSeekacceleratesthedevelopmentofdomesticAIecosystemRecommendeddomesticcomputingpowerleaderandoperatorSouthernFinance,February10,CITICSecuritiesResearchReportpointedoutthatDeepSeekisexpectedtodrivetherapiddevelopmentoftheentiredomesticAIindustrythroughtechnologicalbreakthroughsandecologicalopening. 发展。 DeepSeekprovidesdomestaicaichipmanufacturerswithtechnicalverificationand-CommercializePontunities，AndalSohelPsCloudComputingCompaningCompaniesAndoperatorSAChieVesieVesievesEveserviceUpgradesUpgradesandRevenueGrowth。 itlow-costandhigh-performanceFeaturesFeaturesAreshapingTheglobalaiindusChainStrustrastrastrastryAndromoting...

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DongwuSecurities:AIdrivesthetestmachineleaderonthesideoftheSoCdemandtestmachineisexpectedtobenefitfromtheresearchreportofDongwuSecurities.1)TheexplosionofAIterminalshasdriventhedemandforSoCchips:SoCchipsarethemaincontrolunitofvarioushardwaredevices,carryingtheCorefunctionssuchascomputingcontrolarethe"brain"ofhardware. AccompaniedbyD...DomestictestmachinesbasicallyuseconventionalFPGAsat800megabytesandbelow.High-endchipswith1.6GandabovecannolongeruseFPGAs.High-endmodelswithoverseasleadersabove800megabytesalsouseself-developedASICchips...

CITICSecurities:DomesticAIchipssupporttherapiddeploymentofDeepSeek,soaringintotheleadingindustrychain,benefitingDeepSeek'slow-costcharacteristicsreducetheentrythresholdforenterprises.ThesignificantincreaseindemandontheinferencesideisexpectedtopromotetheapplicationofdomesticAIchipsininferencescenarios,toacertainextent,Reducedependenceonoverseashardware. AstheleDeRIndoMesticaichips，Huaweishtenghashelpedthethreemajoroperator，IflytekandothersCompletEthewankAclusterThroughShengteng910b.itisexpectedTofurtherTherAssisttheSistTheedeStheedeStheedeabevelopentabevelopentabefenceaiceSticaiby2025with910c。

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工业问题：家庭式Investmentopportunitiesareexpectotoblossomeveryverywhere，andTheLogicofCloudComputingValuationMappingMappingIsposive...firmlyllybullishonaicomputingpopers;ontheApplicationsIde; thebankrecommendsactalsicallayingouthigh-QualityLeaderswithaiempowermentpoperment和Plemiumplemiumss。 陷入困境，与theboostofconfiendeinthegrowthecticticticticholowsechnologyindustrysindustryandusandtheempowermentAndDemandOfaIforAlllinkSoftheCloudComputingIndustry，theValuationLogicoftheOverSeoftheOverSeaseSeaseasmappingofCloudComputingIsbeingIsbeingSebeInePairefledEpaired。 考虑到epreviousbackboneofchineeandustehologystocks...

机构在范围内进行访问！Hongjingtechnology，BangyantechnologyandWanxingTechnology。 Thespecificsituationisasfollows:Focustechnologyinstitutionsrankedfirstinthenumberofvisitsandreceptions.Itreleasedtheagency'ssurveyminutesonNovember14,sayingthatthecompany'sAIbusinessdepartmentlaunchedanAIindependentplatforminJuly2024,includingSourcingAIandMentarc. Mentarcwitha...

LenovoGroup(00992)stockpricehitarecordhigh!TheglobalAIsideleaderisinabliss.OnFebruary7,LenovoGrouprosemorethan9%intheearlytrading,anditsstockpricerosetoHK$12.56,arecordhigh,andstrengthenedforfiveconsecutivedays. 一开始，onefront，onfebrant.5，Lenovogroup和Muxico。，有限公司。 ThestolutionTakes"Lenovoserver/Workstation+MuxixunPromotionIntegratedGPU+自ponomousalgorithm"AstheCorearchItecture，andCoperateswithThelenovoAiforCeIntelligentBodyDeelligentBodyDeplodyDeplodyDeplateflodEverventplatplatForplatplatOvermentPlatOlaChinChintelligent...

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