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《大行報告》里昂升商湯(00020.HK)評級至「跑輸大市」 目標價下調至1.59元
阿思達克 09-14 12:34
里昂發表報告,將商湯(00020.HK)今明兩年的收入預測,分別下調20%及39%,預期智慧城市業務的調整,會拖慢短期增長,目標價由2.7元下調至1.59元,不過評級由「沽售」上調至「跑輸大市」,以反映AI人工智能業務擴充。 商湯上半年收入按年微升1%,公司預期下半年收入按年增長15%至20%,上半年毛利率45%,預計至2025年升至50%,估計在2025至2026年扭虧,錄得經調整純利。
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