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研報掘金丨中信建投:崑崙萬維23年收入表現穩健,已在多場景落地AI應用

中信建投研報指出,崑崙萬維(300418.SZ)23年收入表現穩健,海外Opera的搜索和廣吿業務貢獻主要收入;投資業務收益可觀。公司自研天工大模型持續迭代,已在多場景落地AI應用。天工大模型已迭代至3.0版本,AI應用在搜索、音樂、遊戲等場景均有重磅產品落地。展望24年,公司有望繼續在AI模型與應用端發力,在維持國內技術領先的同時,商業化變現潛力大。

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