{"id":92464,"topic":"ai","source":"证券之星","title":"【券商聚焦】平安证券：看好AI产业发展前景建议关注算力及应用_滚动新闻_财经 - 证券之星","url":"https://wap.stockstar.com/detail/IG2026092900017604","url_hash":"24418fb25d5cef39850bf29c99958ed2af2b01cb","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiYEFVX3lxTE93djZLX0VGdE1KcUFtaVJNMVBJdkFZQ3NEN3dCZ0JBRkdGU3V2bFZ2MzRfQ0VlVVFYbmlUNS1RUzlNUE5CWWR0WjB0Um5Nanl0UW9XcUVDcG96X3lqVkFzag?oc=5\" target=\"_blank\">【券商聚焦】平安证券：看好AI产业发展前景建议关注算力及应用_滚动新闻_财经</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">证券之星</font>","content":"（原标题：【券商聚焦】平安证券：看好AI产业发展前景 建议关注算力及应用）\n                \n             \n    金吾财讯|平安证券发布研报指，2026云栖大会于杭州开幕，多项AI重磅产品发布。研报认为，阿里巴巴-W(09988.HK)在AI模型、AI芯片和AI云等领域的多项重磅产品发布，体现以阿里巴巴为代表的国内互联网厂商对AI未来发展前景的坚定信心与投入决心。国内互联网厂商坚定投入，将进一步推动我国AI产业发展。全球领先大模型能力持续提升，以Muse为代表的智能体应用出现，体现全球大模型发展强劲势头，将加快大模型应用端落地，并带来AI算力持续旺盛需求。研报维持计算机行业“强于大市”评级。\n行业层面，本周（9月21日至24日）计算机行业指数下跌0.51%，沪深300指数下跌1.51%，前者跑赢后者1.01个百分点；截至本周最后一个交易日，计算机行业整体P/E（TTM，剔除负值）为41.2倍。当前国产大模型持续迭代，能力提升，将推动国产大模型从“可用”到“好用”，加快在千行百业应用场景落地。\n产品方面，阿里发布Qwen-Audio-3.1系列语音大模型、开源图像模型Qwen-Image-2.1；平头哥发布新一代训推一体AI芯片真武V900，将于2027年第一季度量产售卖；阿里云目标到2032年全球数据中心规模超过20GW。Anthropic发布Claude Opus 5.5，运行成本相比Opus 5降低40%，发布后在全球大模型性能排名第一。\n投资建议方面，研报坚定看好我国AI产业发展前景，建议持续关注AI主题投资机会。AI算力方向建议关注海光信息(688041.SH)、中际旭创(300308.SZ)、光迅科技(002281.SZ)等；AI算法和应用方向建议关注星环科技(06727.HK)、彩讯股份(300634.SZ)等。风险提示包括国产AI算力芯片发展不及预期、大模型产品应用落地低于预期、国产大模型算法发展不及预期。","image_url":"https://wap.stockstar.com/content/images/wxshare300.png","lang":"zh","published_at":"2026-09-29T03:53:10+00:00","fetched_at":"2026-09-29T04:15:08+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"（原标题：【券商聚焦】平安证券：看好AI产业发展前景 建议关注算力及应用）\n                \n             \n   …","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://wap.stockstar.com/detail/IG2026092900017604","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 840 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":840,"summary_length":73,"usable_text_length":840,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":840,"summary_length":73}},"news_item":{"id":92464,"canonical_url":"https://wap.stockstar.com/detail/IG2026092900017604","source_url":"https://wap.stockstar.com/detail/IG2026092900017604","title":"【券商聚焦】平安证券：看好AI产业发展前景建议关注算力及应用_滚动新闻_财经 - 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