You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動丨第四範式升約6% 核心業務強勢增長 機構對其盈利前景持樂觀態度
格隆匯 08-26 14:54
國內領先的企業端AI平台及解決方案供應商第四範式(6682.HK)今日平開高走,現升5.98%報41.65港元,市值194億港元。中美B端AI平台領域的兩大領軍企業——Palantir與第四範式,近期相繼發佈財報。二者均展現出典型的成長型企業特徵,盈利軌跡符合明顯的J曲線效應。其中:Palantir績後股價創近三年新高,兩年內升幅超過兩倍,充分反映了市場對相關賽道的樂觀預期。Palantir的淨利潤增長呈現J曲線軌跡,實現了從下降到穩步上升的顯著轉變。至2024年第二季度,Palantir已連續七個季度實現盈利,標誌着其已成功跨越J曲線的低谷,步入快速增長的新階段。第四範式上半年實現總營收18.67億(人民幣,下同),同比增長27.1%;核心業務“第四範式先知AI平台”實現收入12.51億,同比增長65.4%。與Palantir相似,第四範式同樣遵循J曲線模式,展現出了優秀的增長速度。在2020年至2023年期間,第四範式營收從9.44億飆升至42.07億元,年均複合增長率高達約46%,遠超行業平均水平,並高於Palantir。在AI與大模型的浪潮之巔,Palantir與第四範式展現出較為明顯的映射關係,為第四範式的未來發展提供了積極的參考。同時,各個大行也對第四範式的盈利前景普遍持樂觀態度,中金公司和海通證券均預測公司將在2025年能基本實現盈虧平衡。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account