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MORGAN STANLEY TURNS BULLISH ON CHINA AI STOCKS

deitaone 公司事件A股
原文 · SOURCE RECORDS
deitaone 08-12 00:05:54 *Walter Bloomberg

MORGAN STANLEY TURNS BULLISH ON CHINA AI STOCKS Morgan Stanley sees China’s LLM market shifting from price wars toward smarter models and stronger monetization. The bank expects higher AI pricing and tighter licensing to boost revenue while larger models raise barriers to entry. Morgan Stanley raised its https://t.co/slS70lek4w price target to HK$1,700 from HK$990, citing stronger growth prospects. It remains positive on MiniMax but cut its target to HK$900 from HK$1,100.

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译文 · CHINESE

摩根士丹利看好中国AI股票。摩根士丹利认为,中国大语言模型市场正从价格战转向更智能的模型和更强的变现能力。该行预计,更高的AI定价和更严格的许可将提振收入,而更大的模型将提高进入壁垒。摩根士丹利将腾讯目标价从990港元上调至1700港元,理由是增长前景更强劲。该行仍看好MiniMax,但将其目标价从1100港元下调至900港元。

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