【华西计算机】盘点巨头大模型产业链
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【华西计算机】盘点巨头大模型产业链
以百度、腾讯、阿里、华为为代表的国内科技巨头在大模型领域已有多年布局。各大巨头目前在大模型技术上基本同源，且都具有资金、算力、人才、数据等优势，未来有望成为我国大模型的第一梯队。
各家在应用场景上各有所长：百度具有搜索、小度智能音箱等应用场景；腾讯具有微信、QQ、游戏等应用场景；阿里具有电商、钉钉等应用场景；华为在 2B 应用方面独具优势。未来各家将结合自身优势，发力大模型研发及应用落地，我国的大模型产业将迎来快速发展阶段。 投资建议：建议关注巨头大模型产业链个股。
风险提示：市场系统性风险、科技创新政策落地不及预期、中美博弈突发事件。
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