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

2026-04-07 00:55:14

Mars Finance news: Zhongtai Securities pointed out that the global and China large-model market is growing rapidly, with a significant economic stimulus effect. Domestic AI is expected to leverage its advantages in energy and compute costs to build a high value-for-money Token pricing barrier, with competitiveness continuing to improve. Together with rising demand for AI to B/C applications such as AI Agents and multimodal capabilities, they are bullish on investment opportunities in relevant companies that have large-model capabilities and application scenarios.

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