研報掘金丨平安證券:東方財富全年業績符合預期,加速AI大模型的研發與落地,維持“推薦”評級
平安證券研報指出,東方財富(300059.SZ)全年業績符合預期、主營業務相對承壓,Q4單季度業績環比基本持平。2023年以來市場交易情緒不振,證券交易、新發基金等情況持續低迷,拖累公司業績表現。但考慮到公司用户流量、互聯網財富管理業務佈局優勢依然顯著,看好財富管理行業及公司基本面的長期成長性。近期公司加速AI大模型的研發與落地,自研金融大模型妙想已開啟內測,未來有望賦能公司產品能力與運營能力、疏解降費降傭壓力,同時公司也於2月發佈“質量回報雙提升”行動方案並頂格完成股份回購近10億元,此次新一輪股權激勵計劃草案的發佈也有望進一步激發核心人才的積極性和創造性,增強市場信心。綜合考慮公司在財富管理和金融信息服務行業的龍頭地位,維持“推薦”評級。
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