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《大行報告》匯豐研究首予商湯-W(00020.HK)「買入」評級 目標價8.3元
阿思達克 02-04 14:30
匯豐環球研究發表報告,首次覆蓋研究商湯-W(00020.HK),予其股份「買入」評級,目標價8.3元。該行表示,商湯以收入計爲中國最大的電腦視覺軟件供應商,預計集團能繼續保持龍頭地位,主因其有先進的人工智能基礎設施,相比同業可以更具成本效益的方式大規模生產人工智能模型,且其位於上海臨港的人工智能數據中心,支持訓練和創造人工智能模型所需的計算能力。 匯豐研究預期,商湯未來三年的收入每年可增長40%,主要受其「Smart Life」及「Smart Auto」業務所推動。至於毛利率因受到人工智能作爲服務的貢獻增加影響,料會由2020年的71%,降至2023年的66%。
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