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AIGC市場分析:特朗普上臺後或將放鬆AI監管,AIGC市場潛力凸顯

簡介:

AIGC(Artificial Intelligence Generated Content),顧名思義就是自動化生成全新、原創內容的 AI 技術。AIGC 應用領域與常見工具包括文字創作、圖像生成、音樂生成、影片生成、搜尋引擎。針對個人客戶,AIGC提供了Chatbot、社交、遊戲、教育、內容創作等多個場景。針對企業客戶則為客戶提供了多種解決方案,旨在提高效率、降低成本、創新產品以及增強企業的市場競爭力。

核心資料:

根據智頂科技《2024年全球AIGC產業全景報告》, 2024年全球AIGC市場規模預計將達到400億美元,相較於2023年增長了一倍。這一增長主要受到雲計算、深度學習和自然語言處理等技術進步的推動,企業紛紛將在生產和行銷中集成AIGC技術,以提高效率和降低成本。《中國AIGC應用全景報告》提出,今年中國AIGC(生成式人工智慧)應用市場規模將達200億元,2030年達萬億規模,2024年到2028年的年平均複合增長率將超30%;整體來看AIGC產業投資正呈現方向性轉移——模型層投融資雪球效應明顯,資源向頭部企業聚集,潛在資本重點關注應用方向。報告預測,2024年中國AI資本市場將進一步向頭部企業聚攏。

觀點:

特朗普成功當選美國總統,有報導稱特朗普團隊正計畫在包括自動駕駛在內的人工智慧(AI)領域放鬆監管,或將對AI領域帶來較大影響,AI領域有望加速發展,未來AICG相關股份將會從中受益。建議關注個股:百度(BIDU.O)、科大訊飛(002230.SZ)、騰訊(00700.HK)、拓爾思(300229.SZ)、創新奇智(2121.HK)等。

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