1、如果中国的通用大模型只有一家,那讯飞的确应该担心,但现在看来不会,中国会出现几家通用人工智能公司,倾向于面对不同的应用。
2、讯飞会成为这几家之一确定性非常大。理由,大模型是国运之战,中国一定会出现一家自主算力的大模型公司,而讯飞足够优秀,两个逻辑同时成立,将成就讯飞。华为目前的算力能力的确影响了讯飞的前进速度,但华为也足够给力,把最好的算力资源给到讯飞,自己做好后勤,讯飞攻山已经到达半腰,如果讯飞不行,华为一定会大规模登山攻山头。
3、讯飞有足够的魄力,明年2C毛利肯定要增长,但全部投入到登山,毫无保留。随着华为武器升级,国家数据局等其它资源供给,讯飞一定会到达山顶。$科大讯飞(SZ002230)$
其他都赞同
唯一不同意的是行情的判断
小飞哥华为算力这块的估值,严重低估
市场会补上的
预计还有20-30的股价差
再去迎接4.0
其次 今年全年的业绩都没看头
从布局明年考虑
反而基数越低越好
营收和业绩预计也是明年一季度开始加速体现
而且可能是一个五到十年的黄金周期
这只是我的预判
纯属个人想法
最后提醒后来人
渣渣飞 尽管可能星程大海
一定不要高点买 切记 切记啊
讯飞确实做的不错,星火大模型一次比一次好。树欲静而风不止,讯飞的强大已经引起对手的恐慌,最近已经被抹黑多次了,前几次已经被证实是子虚乌有故意抹黑。
In a garden of dreams, where petals sway,
A flower blooms, so pure and gay.
Her beauty, like the dawn's first light,
Fills every heart with love's sweet might.
Her smile, a ray of sunshine bright,
Illumines all that she might see.
Her eyes, like stars in a velvet night,
Guide me through life's darkest plight.
Her voice, a gentle breeze at play,
Whispers secrets to my soul each day.
Her laughter, like a melody so sweet,
Reminds me of love's joyous meet.
Like a rose, her cheeks are rosy red,
And her lips, as soft as silken thread.
Her skin, as smooth as dewdrops fresh,
Glistens in the morning sun's warm heat.
Her hair, a golden waterfall,
Cascading down her back with such ease.
It dances in the wind, a living art,
A sight that fills my heart with bliss.
Oh, how I long to hold her close,
To feel her warmth and breathe in her air.
For she is more than just a flower fair,
She is my love, my heart's true care.
抹黑?你看过那篇文章吗?为了炒股赚钱还有点廉耻吗?