$商汤-W(0002_老虎社区_美港股上老虎

2024-05-20

$商汤-W(00020)$ 加仓加仓，史诗级大趋势。作为国内AI龙头，它的估值怎么可能不上千亿，用脚趾头想想。商汤先前之所以下跌，是因为技术路线上出了点问题，现在情况有本质的变化了。基于transformer架构的大模型获得了成功，并且很多大模型都已经开源。商汤很容易把大模型应用到原有的众多客户资源上去。这是一个模仿的过程。而不是从0到1的创新。现在主要就看谁在市场上拥有更多的客户，这一点上看商汤显然是国内较有优势的人工智能企业

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来一口汤
2024-05-20
来一口汤
现在的关键是看谁在市场上拥有更多的客户，从这个角度来看，商汤显然是国内在人工智能领域有优势的企业。

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