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Zhongtai Securities: Optimistic about investment opportunities in companies with large model capabilities and application scenarios
People’s Finance News, April 7—Citic Securities said the global and China large model markets are growing rapidly, and the economic stimulus effect is significant. Domestic AI is expected to build a high value-for-money Token pricing moat by leveraging its advantages in energy and computing costs, with competitiveness continuing to improve. Combined with rising demand for AI to B/C applications such as AI Agents and multimodal capabilities, the outlook is favorable for investment opportunities in relevant companies with large model capabilities and application scenarios.