商湯-W(0020.HK)半日收漲7.87% 行業地位和長期價值仍獲機構力挺
格隆匯7月5日丨截至半日收盤,商湯-W(0020.HK)漲7.87%報2.74港元,市值918億港元。商湯近日因解禁壓力而出現異動走勢,但從今日盤面的穩定情緒來看,跌勢有望結束。光大、申萬等多家機構日前發表研報,依舊對商湯維持“增持”評級。市場人士認為,商湯科技的行業地位與中長期投資價值,依然獲得了機構的力挺,其股價有望在不遠的將來穩固迴歸到企業發展基本面。其中,光大證券稱,商湯科技是行業領先的計算機視覺軟件供應商,建立首個能夠規模化集中量產高性能人工智能模型的AI基礎設施SenseCore,集算力、平台、算法三位一體,助力AI模型生產的“量效齊升”,賦能多個垂直賽道,有望逐步拓展新興商業模式實現商業化加速,具備一定先發優勢和高行業壁壘。隨着在計算機視覺 AI領域龍頭地位的穩固,商湯科技的商業變現空間與潛力都十分可觀,且具備一定的標的稀缺性和溢價空間。
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