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研報掘金丨平安證券:海康威視下半年業績有望逐季改善,維持“推薦”評級
格隆匯 08-21 14:58
平安證券20日研報指出,海康威視(002415.SZ)上半年利潤微降,下半年業績有望逐季改善。公司是全球領先的安防監控產品及內容服務提供商,產品及服務已實現視頻監控系統所有主要設備的全覆蓋;同時,公司海外市場拓展穩步前行,創新業務漸入佳境將為業績的穩步增長增添動力。維持公司“推薦”評級。在數據為王的背景下,公司擁有巨量數據資源將在安防智能化變革中擁有絕對天然優勢。另外,海康威視在基礎算力和大模型建設上進行了大量的投入和積累,相關能力不僅在硬件產品、軟件產品中得到應用,也落地到包括海康威視AI開放平台等面向用户的算法訓練中。公司將繼續保持技術研發投入,延續在技術產品化、產品商業化上的能力優勢,持續構建和提升差異化優勢。公司可提供包括設備、平台、數據和應用的全面開放能力,為行業應用開發者提供全方位的支持。
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