CITIC Securities: Optimistic about the medium-term development opportunities of end-side AI

2024-02-22 01:07:24

Sina Financial News CITIC Securities Research Report said that Nvidia recently released the local large model application Chat With RTX, which has benchmarking significance for the definition of AI PC software and hardware, and is expected to accelerate the development of PC from AI Ready to AI On. Optimistic about the medium-term development opportunities of end-side AI, AI PC, as one of the heavyweight AI products with the strongest computing power among toC products, is expected to become a place of contention. From the industry perspective, the PC market has a clear bottoming signal, the superimposed replacement cycle and Win10 services will be terminated in 2025, and the global PC market is expected to enter a moderate recovery trend in 2024, and AI assistance will become the key factor in accelerating the replacement cycle.

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