研報掘金丨天風證券:恒生電子利潤增速超預期,維持“買入”評級
天風證券研報指出,恒生電子(600570.SH)前三季度扣非歸母淨利潤同比增速達62.75%,增長水平超預期。公司收入端穩中向上,利潤增速在去年Q3高基數背景下持續高增。維持“買入”評級。大模型方面,恒生髮布金融大模型LightGPT和基於LightGPT的多款光子系列大模型應用產品,子公司恒生聚源也帶來智能投研平台WarrenQ最新的產品升級。該行認為大模型在金融領域的應用潛力未被全面釋放,未來有望從需求和成本雙向賦能公司成長。
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