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《大行報告》中銀國際:不會低估ChatGPT長期對行業所帶來影響 料大型平台較商湯更受惠
阿思達克 02-07 14:24
中銀國際發表研究報告指,人工智慧(AI)聊天機械人程式ChatGPT註冊用戶激增,人工智能自動生成內容(AIGC)潛力巨大,引起市場關注。 該行表示,不會低估ChatGPT長遠而言所帶來的潛在顛覆性,但認為以目前的用戶體驗、應用場景、進入壁壘和商業化潛力來評估,未能證明其巨大投資成本是合理的。 在有涉獵大型AI模型的中國企業中,中銀國際預期擁有數據和資本優勢的大型平台公司,將較商湯科技(00020.HK)等AI軟件企業更能受惠,維持對商湯的「沽售」評級,目標價為1.97元。 報告又指,AI行業前景亮麗,但現階段仍需要長期及大量投資,ChatGPT及未來的大型 AI模型亦需要在性能提升及實現自我可持續發展的同時降低培訓成本。目前為止,大型AI模型主要參與者都未有盈利,而ChatGPT剛開始訂閱服務,中銀國際相信,隨著 Meta(META.US)及谷歌快將推出類似服務,未來將會出現價格戰。
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