中信建投：AI有望成为第五次通用性技术浪潮

图解：美国银行业CDS指数创本轮新高；商业存单发行量回落，发行利率下行。（重阳投资）","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/658/w690h1568/20230331/1bf6-6f29eaaaa11dd87aff8ebd99a1996669.jpg"]},"commentid":"live:finance-152-3049772:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2023-03-31 08:11:22","update_time":"2023-03-31 08:11:22","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"us","symbol":"bac","key":"美国银行"},{"market":"us","symbol":"cdns","key":"CDS"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"5","name":"市场"},{"id":"6","name":"观点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3049771,"zhibo_id":152,"type":0,"rich_text":"【中信建投：AI有望成为第五次通用性技术浪潮】 中信建投证券研报认为，AI有望成为第五次通用性技术浪潮，推动生产进步并改变生产方式，当前来看算力成为AI的“产能约束”，短期或难以大面积铺开。在关键算力短期难以突破的情况下，目前国内能融入AI产业链的企业，可能是以偏向数据底层和在移动互联网时代积累了深厚资金实力和用户基础的头部公司为主，重点关注云计算、存储、数据资产等方面。长期来看，半导体卡脖子对AI产业发展形成关键制约，算力独立自主路线受国家支持，重点关注半导体设备、AI芯片设计、IDC服务器等方面的突破。