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《大行報告》里昂上調商湯-W(00020.HK)目標價至2.2元 評級「沽售」
阿思達克 03-30 15:12
里昂發表研究報告指,商湯-W(00020.HK)去年收入按年下降19%至38億元人民幣,主要是受到疫情影響,其智能生活板塊收入按年增長130%,其次是智能汽車板塊收入按年增長59%。然而,智能商業和智能城市板塊的收入分別按年下降25%和49%。 該行認為,ChatGPT的推出令市場日益關注人工智能產品和服務,對AI應用程序的需求不斷增長,這應該有助於集團更好地通過其人工智能數據中心(AIDC)獲利。因此,該行將目標價由2元上調至2.2元,維持「沽售」評級。該行分別下調集團2023及24財年的收入預測22%和15%,相信公司需要時間從疫情的影響中恢復。
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