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《大行》招商證券國際:看好語音AI助力商業增長 首選Meta(META.US)、Google(GOOG.US)等
招商證券國際研究報告指出,語音AI輸入速度比打字和觸屏操作快近3倍,能夠結合智能自主AI在汽車、餐飲、旅遊及酒店等行業實現免提、實時交互,助力商業增長。當前及未來市場將繼續由中美大型科技企業主導,而小型專精公司則通過垂直領域深耕,提供定製化和增值服務。小型專精公司包括SoundHound AI、Cerence和科大訊飛。該行在互聯網行業的首推股分別爲Meta(META.US)、Google(GOOGL.US)、騰訊(00700.HK)(TCEHY.US)和阿里巴巴(09988.HK)(BABA.US)也參與並受益於語音AI的發展。 招商證券國際表示,語音AI驅動商業快速增長,語音輸入速度比打字快近3倍,加上AI和機器學習技術顯着提升了識別準確度和響應速度,語音AI的採用速度不斷加快。這些因素推動了語音AI的廣泛應用,使智能自主AI能夠在各行業實現免提、實時且具上下文感知的交互。該行預計,到2030年市場規模將達1,860億美元。 中國對話式AI市場主要由網路巨頭與AI語音技術專精企業之間的競爭所驅動。在策略層面上,科技/網路巨頭(如百度、騰訊及阿里巴巴)依託其龐大的使用者羣體、深厚的資料累積以及完善的產品生態系統。重點提供廣泛的全端式AI平臺,並整合至現有服務體系,在自然語言理解(NLU)方面表現突出。
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