华金证券：AI应用落地进行时端侧AI竞争格局火热

智通财经04-18

智通财经APP获悉，华金证券发布研报指出，4月17日，昆仑万维宣布“天工3.0”基座大模型与“天工SkyMusic”音乐大模型正式开启公测。作为中国首个音乐SOTA模型，“天工SkyMusic”综合性能超越SunoV3，使中国自研大模型技术第一次在AIGC领域领跑全球。端侧方面：据市场消息，苹果即将于6月10日发布的iOS 18所载首批AI功能将完全在设备上运行，不涉及云端处理，以后或提供由...

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Gemini或其他供应商提供基于云端的AI功能。国内AI模型再迎突破，AI应用落地进行时；端侧AI竞争格局火热，AI赋能内容创作有望拉动相关产业需求。华金证券主要观点如下：MoE大模型迭代更新，国内AI技术突飞猛进“天工3.0”拥有4000亿参数，超越了3140亿参数的Grok-1，是全球最大的开源MoE大模型，其在语义理解、逻辑推理、通用性、泛化性、不确定性知识、学习能力等领域拥有突破性的性能提升，数学/推理/代码/文创能力提升超过30%，并新增了多轮搜索与综合工具调用、图表绘制、研究模式、增强模式、改图扩图等多项AI能力，为用户带来全新AI体验。在MMBench等多项权威多模态测评结果中，“天工3.0”超越GPT-4V，全球领先。国内大模型迭代更新，有望在AI赛道抢占先机，以AI赋能生产力。AI音乐赛道迎质变突破，AI应用落地“进行时”“天工SkyMusic”是中国首个公开可用的AI音乐生成模型，更是中国自研大模型技术第一次在AIGC领域领跑全球。此前，大模型已经在文本、图像等多个技术领域取得突破，带来产业全面变革，而在AI音乐生成领域却迟迟未出现爆品。在与海外顶尖的AI音乐大模型SunoV3的横向测评中，“天工SkyMusic”在人声&BGM音质、人声自然度、发音可懂度等领域显著领先对手，并以6.65分的综合得分超越SunoV3，成为全球AI音乐SOTA模型。其直接通过大模型技术实现乐器、人声、旋律、音量、音符的一体化端到端音乐生成，技术壁垒高，全球范围内参与者极少。国内AI技术在垂类应用赛道取得质变突破，或有效推动AI应用落地，赋能内容生产创作。AI模型轻量化趋势，赋能端侧生产力近日，斯坦福大学研究人员推出的Octopusv2大模型拥有20亿个参数的高级开源语言模型可跑通端侧，专为AndroidAPI量身定制。不仅性能与GPT-4相当，还显著提升了推理速度。一夜下载量超2000，体现端侧AI日益增长的需求。端侧的火热来源于toC端对内容创作的强需求，叠加国内AI技术进步，有望长效赋能端侧内容生产。投资建议：国内AI突飞猛进，有望纵深赋能垂类赛道，加速应用落地建议关注：昆仑万维(300418.SZ)、因赛集团(300781.SZ)、美图公司(01357)、天娱数科(002354.SZ)、世纪天鸿(300654.SZ)、元隆雅图(002878.SZ)、视觉中国(000681.SZ)、中文在线(300364.SZ)、巨人网络(002558.SZ)、完美世界(002624.SZ)、恺英网络(002517.SZ)、捷成股份(300182.SZ)、顺网科技(300113.SZ)等。风险提示：政策不确定性、端侧AI进度不及预期、AI伦理道德潜在风险等。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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华金证券：AI应用落地进行时 端侧AI竞争格局火热

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华金证券：AI应用落地进行时端侧AI竞争格局火热