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《大行報告》瑞信早前報告引述商湯(00020.HK)管理層料下半年收入按年增10%至15%
阿思達克 11-08 10:59
商湯-W(00020.HK)昨日股價飆升35.3%後,今早股價持續向上,最新報1.87元上揚3.9%。據瑞信上周三(2日)曾發表報告指,商湯管理層出席了該行所舉行的投資者會議及分享了最近的業務情況。 瑞信引述商湯管理層表示,旗下智慧城市業務正在復甦,隨著內地減少大規模封鎖社交距離措施(特別是在一線城市)、較低線城市項目正在推進之中,而內地政策正激勵的數字經濟發展,並推動人工智能滲透。 總體而言,商湯管理層預計今年下半年收入按年增長10%至15%。公司管理層重申一線城市屬業務屬優先選項,相關人工智能攝像頭的普及率約為1%。商湯旗下攝像鏡頭數量為150萬台,對比內地現共有攝像鏡頭為5.6億台。 該行補充,沒有將商湯納入研究範圍,並無給予其投資評級及目標價。(wl/s) ~
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