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研報掘金丨中銀證券:科大訊飛Q2收入拐點顯現,汽車業務成長可期,維持“買入”評級
中銀證券13日研報指出,科大訊飛(002230.SZ)二季度收入拐點顯現,大模型賦能下,C端硬件業務已率先受益,醫療、互聯網收入實現高速增長,汽車業務成長可期,維持買入評級。公司大模型已實現在學習機、智能辦公本、智慧駕艙以及開放平台等多項業務上的應用,能夠實現AI批改作文、根據手寫要點自動生成會議紀要等多項功能。公司醫療業務收入高速增長,汽車業務成長可期。智慧汽車上半年收入同增26.1%。在海外市場,多語種產品前裝出貨量同比增長 226%。國內市場,公司新能源汽車新增前裝出貨量同增67%。
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