《大行報告》匯豐研究下調商湯-W(00020.HK)目標價至8元 評級「買入」
匯豐研究發表研究報告指出,商湯-W(00020.HK)智慧商業及智慧城市收入去年下半年按年分別增長22%及19%,超過該行預期,至於智慧生活收入按年跌3.8%。不過該行預期今年AI傳感器收入貢獻更多,料智慧生活收入加速,按年增長86%。
該行認爲,商湯仍在爲增長而進行投資,毛利率下跌,預測其經調整純利要到2024年纔會轉爲正數。維持對其「買入」評級,目標價由8.3元下調至8元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.