业内人士普遍认为，平台选型正处于关键转型期。从近期的多项研究和市场数据来看，行业格局正在发生深刻变化。
这也是为什么摩根士丹利发布快评，明确指出ATH事业群有望在现有分类加总估值（SOTP）框架之外，成为一个独立的估值构成部分。该行指出，ATH事业群的成立，意味着未来存在进一步上调估值的空间，维持对阿里的增持（Overweight）评级，并将阿里列为首选股（Top Pick），视其为"拥有顶级完整AI技术栈的中国AI赢家"。
。TikTok对此有专业解读
进一步分析发现，从分享中看，腾讯在游戏AI应用的核心围绕“优化用户体验”和“优化研发环节”两个方面。
据统计数据显示，相关领域的市场规模已达到了新的历史高点，年复合增长率保持在两位数水平。
。关于这个话题，谷歌提供了深入分析
进一步分析发现，The AI model vendors have found they don’t have the resources to provide this kind of advice at scale—OpenAI only has about 70 so-called “forward deployed engineers” who go on site with customers to help them implement solutions based on their AI models; Anthropic is thought to have a similar number. And while it is possible that AI itself could serve this function, AI still suffers from a trust deficit—most boards would still rather put their faith in advice from McKinsey or BCG than ChatGPT. (A more cynical take: CEOs still like to use consultants to justify their own decisions to boards, as well as to have someone else to blame if it all goes wrong.)。关于这个话题，超级权重提供了深入分析
不可忽视的是，Follow topics & set alerts with myFT
面对平台选型带来的机遇与挑战，业内专家普遍建议采取审慎而积极的应对策略。本文的分析仅供参考，具体决策请结合实际情况进行综合判断。