广发证券:AI编程商业化加速 关注本土产业参与方
智通财经网·2026-01-27 03:48

Group 1 - The AI + programming sector has significant potential, with rapid commercialization progress observed [1] - DeepSeek is expected to launch its powerful V4 model around mid-February, which will further stimulate market expectations [1] - AI-assisted programming tools like Cursor and GitHub Copilot have shown good commercialization results, indicating a positive trend in the industry [1] Group 2 - Domestic AI-assisted programming tools have a higher proportion of utilizing local AI large models and offer better cost-performance ratios compared to overseas products [2] - Although domestic tools may lag in functionality compared to Cursor, their lower pricing makes them attractive [2] - Improvements in DeepSeek's V4 model capabilities and reductions in computing costs could accelerate the commercialization of AI large model applications, including AI-assisted programming tools [2] Group 3 - Zhuoyi Information has extensive technical accumulation and product refinement experience in the IDE field, with its SnapDevelop tool enhancing development efficiency by 2-3 times compared to traditional methods [3] - The tool aids enterprises in efficiently building modern applications through low-code and intelligent features [3]

GF SECURITIES-广发证券:AI编程商业化加速 关注本土产业参与方 - Reportify