平安证券：百度发布文心一言，吹响了国内大模型应用的号角

Zhitong
2023.03.17 01:29
平安证券就百度发布文心一言点评：百度发布文心一言，吹响了国内大模型应用的号角。伴随着文心一言的催化，国内 AIGC 产业链将迎来空前的市场机会。算法方面，预计今年国内龙头 AI 厂商有希望推出更多大模型产品；算力是短板，由于供应链的问题，我国高端训练芯片供给可能面对较大的压力，AI 算力不足的问题可能显现，相关设备研发和基础设施建设企业可能继续受益。同时，AIGC 新技术也会带来新的安全挑战，国产安全厂商也将受益。
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