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大行评级 | 招商证券国际:看好语音AI助力商业增长 首选Meta、谷歌、腾讯和阿里
Ge Long Hui·2025-09-24 03:19

Core Insights - Voice AI input speed is nearly three times faster than typing and touchscreen operations, enabling hands-free, real-time interaction in industries such as automotive, dining, tourism, and hospitality, which supports business growth [1] - The market size for voice AI is projected to reach $186 billion by 2030 [1] - The current and future market will continue to be dominated by large tech companies from China and the United States, while smaller specialized companies will focus on vertical markets to provide customized and value-added services [1] Company Insights - Smaller specialized companies in the voice AI sector include SoundHound AI, Cerence, and iFlytek [1] - The top stock picks in the internet sector are Meta, Google, Tencent, and Alibaba [1]