研報掘金丨國盛證券:同花順年度營收保持平穩增速 AI產業趨勢下有望長期受益
國盛證券研報指出,同花順(300033.SZ)2023年實現營業總收入35.64億,同比增加0.14%,營收保持平穩增長,集中資源投入人工智能。考慮到公司業務與證券市場活躍度存在相關性,維持“買入”評級。ALPHA長期趨勢下持續受益,同花順問財大模型HithinkGPT 未來可期。公司自研的問財HithinkGPT 預訓練金融語料達到萬億級tokens,涵蓋了股票、債券、期貨、外匯、商品價格、宏觀經濟指標、行業數據等多個方面的數據。另外,種類繁多的機構投資者及龐大而活躍的個人投資者,有利於公司打造互聯網金融信息服務生態圈,促進公司產品及服務的推出、升級、更新換代,能被市場快速接受,客户資源優勢明顯。
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