$桦欣控股(0165_老虎社区_美港股上老虎

投资小谈
06-08

$桦欣控股(01657)$ 好多人钟意攞四方伟业同纯大模型公司比，我觉得呢个思路就歪咗。大模型解决嘅系「可以生成」，属于脑力；四方伟业解决嘅系「落得实」，属于工程。要将 AI 塞政务、交通、能源呢啲生产系统，中间隔住十万八千里嘅门槛。佢做嘅就系「整桥铺路」嘅嘢，呢种定位反而更稀缺。

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