In a research report by Soochow Securities, it is pointed out that the current stage of AI investment is mainly led by domestic computing hardware, with clearer certainty and industry chain. However, it is recommended not to underestimate the imagination space of future AI applications. With the further improvement of large model accuracy and efficiency, as well as the reduction of large model inference cost, the outbreak period of AI application is expected to come further. It is recommended to pay attention to: 1) computing power: Dawning Information Industry, Cambricon, etc.; 2) large models and applications: iFlytek Co., Ltd., Beijing Kingsoft Office Software, Inc, etc.
东吴证券：不要低估未来AI应用的想象空间
Soochow Securities: Don't underestimate the imaginative space of future AI applications.
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