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《大行報告》中金首予商湯(00020.HK)「跑贏行業」評級 目標價7.3元
阿思達克 02-18 11:38
中金髮表研究報告,首次覆蓋商湯(00020.HK),予其股份「跑贏行業」評級,目標價7.3元。 中金指,公司是亞洲最大的AI軟件公司,具備底層全棧自研技術,在高速增長的計算機視覺行業位列第一。根據沙利文數據,中國計算機視覺AI市場規模2020年至2025年的年均複合增長率高達43.5%,2025年預計將達到1,017億元人民幣。 該行預期,公司2021年至2023年收入分別爲46.6億元、66.3億元及95.8億元人民幣,年均複合增長率爲43%。
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