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港股異動丨第四範式升超4%,機構稱有望成AI 2.0時代企業軟件服務龍頭
格隆匯 05-20 11:46
第四範式(6682.HK)盤中一度升超4%至54.3港元。國投證券此前發佈研報稱,第四範式重平台而非單點解決方案,“目前,該公司已經形成了一套涵蓋算力基礎設施、操作系統、開發工具集及應用的完整產品矩陣,並差異化推出企業轉型平台及服務,幫助企業設定符合自己核心競爭力的北極星指標體系與轉型方案,以此深度綁定標杆客户。”國投證券還指出,第四範式有望成為“AI 2.0時代企業軟件服務龍頭”,也得益於,公司在指向企業級AI agent市場具有顯著的先發優勢。目前,第四範式旗下先知AI平台自2018年起已連續五年穩居中國機器學習平台市場份額第一,且在機器學習操作平台(MLOps)廠商評估排名中也取得了中國區第一的成績。
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