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中信建投:AI搜索滲透率有望持續提升,建議關注三大投資方向

中信建投表示,360近日推出“納米搜索”,具備“搜、學、寫、創”四大核心能力,將搜索結果轉變為創作資源,上線首日訪問量已超過100萬。除“納米搜索”外,當前主流AI搜索產品主要形態可分為“網頁內容集成”和“答案生成”兩類,前者主要在原有搜索引擎添加AI總結功能,後者則強調直接生成用户所需的回答。隨着近幾個月來AI搜索類產品不斷迭代,多樣化產品能更好滿足用户需求,AI搜索滲透率有望持續提升。建議關注三大投資方向:1)持續看多國產自主可控下受益政府類開支增加,近期訂單頻出已有顯現;2)看多新一代計算平台和新一代生產力工具;3)關注化債及數據要素相關標的。

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