商湯日日新5.0持續刺激股價反彈，三天升近70%創上市後單週最大升幅
4月26日消息，商湯股價連續三日大升，市場對於日日新5.0以及商湯"雲端邊"全棧大模型產品矩陣的關注熱度不減。此前，24日商湯股價大升超過30%並觸發停牌，25日恢復交易後繼續受到市場熱捧。截至發稿，商湯股價報1.04港元，成交額超18億港元，上升25.3%。據計算，此輪反彈商湯三天累計升幅已達67.7%，創下上市後單週最大升幅。
據悉，商湯於4月23日發佈綜合能力對標GPT-4 Turbo的"日日新5.0"大模型，並領先業內首次推出"雲、端、邊"全棧大模型產品矩陣，其中包括應用於終端、設備的"商湯端側大模型"，以及面向金融、代碼、醫療、政務等多個領域的邊緣產品"商湯企業級大模型一體機"。目前，商湯大模型能力已賦能金山辦公、海通證券、小米、閲文集團、華為等生態夥伴。
據瞭解，"日日新SenseNova 5.0"採用混合專家架構(MoE)，達6000億參數，基於超過10TB?tokens訓練，覆蓋數千億量級的邏輯型合成思維鏈數據以及商湯AI大裝置SenseCore算力設施與算法設計的聯合調優，具備更強的知識、數學、推理及代碼能力，綜合性能全面對標 GPT-4 Turbo，並在主流客觀評測上達到或超越 GPT-4 Turbo。
商湯2023年度業績顯示，商湯生成式AI業務收入11.84億元，實現了同比200%的飛速增長，總收入佔比達35％。典型客户包括三大運營商，中國銀行、招商銀行、中國工商銀行、海通證券等金融機構，京東、小米、金山、榮耀、閲文等頭部科技公司，HiDream.ai、瀾舟科技等創業公司、清華大學、上海交通大學等學術機構，上海交通大學醫學院附屬新華醫院、瑞金醫院以及鄭州大學第一附屬醫院等醫療機構。
商湯此輪強勢的價值修復，也印證了此前股評人的判斷。香港股票分析師協會副主席、香港證券商協會會董、知名股評人郭思治此前表示，"逾百億打造的商湯AI大裝置及智算中心，同業於目前市場環境下是難以短期內複製，在高速迭代的AI2.0時代中，商湯的優勢將會進一步擴大。商湯現時股價處於歷史低位，估值就只有約1.0倍的市淨率，料有較大的提升空間。"
基於生成式AI商業化表現以及近期日日新5.0展現的技術優勢，中銀證券、國金證券、國投證券、海通證券等均看好商湯後市表現，給予商湯"買入"、"強於大市"等積極評級。
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