高盛：中国人工智能崛起(英文 54页)

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Table of contents

AI rises in the East 2

Key drivers of value creation in China AI 9

Baidu.com Inc (BIDU): “All in AI” 13

Alibaba (BABA): A world-leading use case for AI 20

Tencent (0700.HK): AI significant potential to monetize portfolio 26

Meituan Dianping: World’s largest O2O platform 31

DiDi Chuxing: 4,500TB of data processed daily 35

iFLYTek (002230.SZ): The leading player in China Intelligent Speech 37

Hikvision (002415.SZ): World leader in surveillance through AI lens 38

AI companies in China - the others 39

AI & the productivity challenge: An interview with Andrew Tilton 44

Appendix: What is artificial intelligence? 47

Disclosure Appendix 50