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本周观点更新6月底,AI应用代表的传媒板块波动较大,短期情绪面释放后,可积极关注2023年下半年的布局窗口,7月初迎世界人工智能大会,企业端华为与京东的AI产品将在7月陆续发布,AI驱动的应用热度在震荡中有望持续。可关注7月初的世界人工智能大会驱动的AI赋能应用(风语筑、果麦文化、芒果超媒等);暑假... [详细...]文件大小: | 20 页 PDF 2023-07-02
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投资要点 AI应用即将进入快速成长期。当前AI应用发展的先决条件已成熟:一方面,信息技术逐代堆叠,算力、网络通讯等基础设施已满足AI发展的需求;另一方面,大模型调用成本大幅下降,带来各种移动应用接入大模型的成本大幅下滑,激发大模型大规模商用潜力。当前AI应用已来到快速成长前夕,AI应用当前已实现成本... [详细...]文件大小: | 34 页 PDF 2025-07-15
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Artificial Intelligence (AI) is already transforming businesses and everyday life. With the enforcing phase of the EU AI Act, AI is once again unde... [详细...]
文件大小: | 32 页 PDF 2025-06-17 -
To measure the general capabilities and limitations of frontier artificial intelligence (AI) models and assess their societal effects and downstrea... [详细...]
文件大小: | 40 页 PDF 2025-07-07 -
Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero ... [详细...]
文件大小: | 26 页 PDF 2025-08-25 -
Thryv’s second annual AI and Small Business Adoption Survey finds a 40% surge in AI usage from
详细...] 文件大小: | 22 页 PDF 2025-12-04 -
AI海外应用落地主要集中在传媒游戏、机器人、办公、医药等领域AI海外应用落地主要集中在传媒游戏、机器人、办公、医药等领域。我们对Bloomberg资讯(22年1月-23年5月)中AI相关资讯(共计约6000条)进行梳理,合计得到58个AI应用落地案例,目前AI落地应用主要集中在传媒游戏(24%)、机... [详细...]文件大小: | 16 页 PDF 2023-06-01
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GMAC’s AI in Business Education case study series spotlights the integration of artificial intelligence in graduate management education, focusing ... [详细...]
文件大小: | 9 页 PDF 2025-01-02 -
The issue: Data breaches occur when someone gains unauthorized access to data. For instance, an attacker might circumvent security measures to obta... [详细...]
文件大小: | 56 页 PDF 2025-04-25 -
The cyber domain touches nearly all systems and aspects of society, so any changes to the relative offense-defense balance in cyber could be very i... [详细...]
文件大小: | 15 页 PDF 2025-06-18 -
This paradox of significant investment withoutcommensurate impact signals that somethingfundamental is still amiss. The usual culprits(dataand tech... [详细...]
文件大小: | 18 页 PDF 2025-07-15 -
核心提要本篇报告主要解答了:计算机视觉技术发展如何?国内外差距如何?AI企业商业模式有哪些?是否可行?各领域、各模式有哪些企业做的比较好?AI企业如何实现正向盈利?如何评价AI企业?1、计算机视觉发展处于什么阶段?人工智能已迎来最好的发展时代,计算机视觉是计算机模拟甚至超越人类视觉,是人工智能技术层... [详细...]文件大小: | 57 页 PDF 2023-03-29
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周观点:本周(2023.3.20-2023.3.24),传媒(申万)指数上涨10.97%,恒生科技指数上涨6.16%。当前A股传媒板块围绕AIGC以及ChatGPT主题具有较高投资热情,部分标的涨幅巨大。涨跌幅排名前三的A股传媒重点标的依次为昆仑万维(+48.59%)、光线传媒(+24.40%)、掌... [详细...]文件大小: | 8 页 PDF 2023-03-28
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Growth in South Asia is on track to exceed earlier expectations and reach 6.6 percent in 2025, but is expected to slow to 5.8 percent in 2026. Whil... [详细...]
文件大小: | 144 页 PDF 2025-10-17 -
Global AI funding increased 24% QoQ to reach $13.1B — its highest quarterly level since Q1’23. This outpaced the growth in broader venture fundin... [详细...]文件大小: | 109 页 PDF 2025-05-09
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核心观点 人工智能动态:1)产品应用:谷歌DeepMind推出的GenieAI模型能够根据图片和提示词生成完整的2D平台游戏。模型包含110亿参数,经过了超过20万小时的2D游戏视频训练;Adobe在HotPod峰会上展示了个性化AI音乐编辑工具ProjectMusicGenAIControl,使没... [详细...]文件大小: | 12 页 PDF 2024-03-04
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Generative Artificial Intelligence (AI) has rapidly advanced the field of computer vision by enabling machines to create and interpret visual data ... [详细...]
文件大小: | 18 页 PDF 2025-03-12 -
In just a couple of years, Generative AI (Gen AI) and Large Language Models (LLMs) have evolved from being a new trend to becoming an integral part... [详细...]
文件大小: | 15 页 PDF 2024-11-01 -
The rapid adoption of artificial intelligence (AI) – broadly defined as computer systems capable of tasks that normally require human intelligence ... [详细...]
文件大小: | 25 页 PDF 2025-10-15 -
The cycle of scientific discovery is frequently bottlenecked by the slow, manual creation of software to support computational experiments. To addr... [详细...]
文件大小: | 71 页 PDF 2025-10-06
































