《大行報告》中信証券:商湯-W(00020.HK)日日新大模型發布 拉開AGI時代序幕
中信証券發表研究報告指,商湯-W(00020.HK)發布「日日新SenseNova」大模型體系,包含參數量高達1,800億的名為「商量」的自研類ChatGPT大模型和4個AIGC模型。
中信証券表示,商湯AI大模型系列表現優異超預期,各個場景展示均表現較好性能,文本類場景展現質量較高的回答、內容以及邏輯思維能力,代碼生成上質量和完善度較好,AIGC類場景表現出秒級速率和高清細節圖片視頻。據公司創始人徐立透露,大模型將繼續賦能醫療、短視頻、教育、營銷以及開發等產業領域。
中信証券預計,隨著宏觀經濟復甦,AI大模型技術廣泛應用和商業化的加速將推動公司未來業績加速回升,同時給予公司在2023年至2025年期間的各年收入預測分別為51.46億元人民幣、69.3億元人民幣以及92.98億元人民幣。中信証券給予商湯目標價為4.4元,以及維持「增持」評級。(ca/w)
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