中国银河证券：建议关注AI赋能下具有价值重塑空间、积极拥抱AI的头部互联网大厂

Group 1 - The domestic artificial intelligence industry in China is rapidly catching up, with leading internet companies expected to achieve a first-mover advantage in AI value reassessment [1] - The influence of major internet companies is likely to encourage more enterprises and developers to build applications and services around DeepSeek, enhancing the AI application industry chain's focus on core models [1] - This trend is anticipated to improve the overall industry's collaborative effect and innovation capability [1]