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科大訊飛收升2.57%,上半年各項收入均保持快速增長+宣佈增持計劃
格隆匯 08-23 16:20
科大訊飛(002230.SZ)今日收升2.57%報33.93元,成交8.43億港元,最新市值784.37億元。公司此前公佈業績顯示,2024年上半年營業收入93.25億元,同比增長18.91%;歸屬於上市公司股東的淨利潤虧損4.01億元,上年同期淨利潤為7357.2萬元。公司稱在報吿期內加大了對“訊飛星火”大模型的研發投入,並加快了大模型的落地推廣力度。教育、醫療、汽車、開放平台與消費者等核心業務均實現了健康發展。然而,由於公司積極搶抓通用人工智能的歷史新機遇,在大模型研發以及核心技術自主可控和產業鏈可控,以及大模型產業落地拓展等方面的新增投入超過6.5億元,對公司短期經營業績產生了影響。有機構發佈業績點評稱,科大訊飛上半年各項收入均保持快速增長;AI落地加速,訊飛星火已經與奇瑞汽車、太平洋 保險、交通銀行、國家能源集團、中國移動等行業頭部企業聯合打造各個領域的行業大模型應用標杆。在公司應用場景落地上,在AI學習機、辦公筆記本、智能錄音筆、醫療、開放者平台、智能汽車等領域都與訊飛星火大模型相結合,提升產品的競爭力。科大訊飛日前還發布了增持公吿:公司總裁、董事吳曉如,董事、副總裁聶小林,董事、副總裁、董事會祕書江濤計劃以集中競價交易方式增持公司股份,合計增持金額不低於2000萬元。增持計劃實施期限為公司2024年半年度報吿發布之日起6個月內。還值得注意的是,科大訊飛董事長劉慶峯表示,科大訊飛與華為已經重新簽署深化合作協議,與華為互補性很強,共同探索國內最具前瞻性的技術應用。
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