Guojin Securities released a research report saying that the digital collection service is the link with the highest order visibility and the most stable cash flow in the entire data collection industry, and leading companies will continue to benefit from the widening supply and demand gap and the concentration of patterns brought about by route convergence. Focus on digital acquisition service providers with order, production capacity, and delivery capabilities in the short term. Medium- to long-term companies that can platformize data processing and extend it back to model evaluation, post-training, and deployment. Focus on three types of companies: traditional leaders with traditional AI data service experience; simulation leaders that use simulation assets as a base to build an integrated software and hardware platform; and a full-process platform with a closed loop of “data - simulation - training - migration - scenario”.

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