研報掘金丨信達證券:二級市場低迷拖累同花順短期業績,積極把握AI帶來的產業機會
格隆匯8月1日丨信達證券7月31日研報指出,受上半年二級市場活躍度下降及費用支出增長影響,同花順(300033.SZ)業績整體承壓。公司業績與市場表現具有一定相關性,2023Q2,在市場回調的拖累下,公司Q2收入出現一定下滑。認為隨着下半年整體經濟逐漸改善,二級市場有望企穩反彈,進而驅動公司業績增長。加碼佈局AI領域,推進AI技術與產品融合。目前,公司AI開放平台可面向客户提供短視頻生成、文章生成、數字虛擬人、智能金融問答、智慧法律等行業解決方案。認為公司積極把握AI帶來的產業機會,加速落地AI在行業的應用,不斷深化產品價值,有望未來助力業績增長。該行預計公司2023-2025年EPS分別為3.54/4.26/5.24元,對應PE為53.45/44.32/36.06倍。
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