同花顺-圈子

AI字节大额采购英伟达GPU，关注其生成式AI进展

采购算力资源:据晚点LatePost，字节跳动近日向英伟达订购超过10亿美元GPU，其在今年的订单或已接近英伟达去年在中国销售的商用GPU总和。

探索AI产品:字节跳动目前尚未正式推出类ChatGPT产品，但也已在推进AI相关产品及技术迭代，包括内测AI对话产品Grace，在TikTok测试Al推荐视频内容、Al头像生成等功能。

相关活跃标的：

掌阅科技(抖音间接持股8%，版权分发等合作)，

捷成股份(新媒体版权，虚拟人)，

遥望科技(抖音直播)，

值得买(抖音代运营)等。

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