Zhongtai Securities: Optimistic about investment opportunities in companies with large model capabilities and application scenarios

2026-04-07 08:34:48

CNT Securities noted that the global and China large-model market is growing rapidly, with a significant economic stimulation effect. Domestic AI is expected to build a high-value Token pricing moat by leveraging advantages in energy and compute costs, while its competitiveness continues to improve. Coupled with rising demand for AI to B/C applications such as AI Agents and multimodal capabilities, we like investment opportunities in related companies with large-model capabilities and application scenarios.

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