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.
研報掘金丨國泰君安:科大訊飛上半年營收穩健增長,維持“增持”評級

國泰君安研報指出,科大訊飛(002230.SZ)上半年營收保持了穩健增長,利潤端因為公司積極搶抓通用人工智能的歷史新機遇,2024年上半年在大模型研發以及核心技術自主可控和產業鏈可控、大模型產業落地拓展等方面新增投入超過6.5億元,研發費用同比增長27.40%,研發費用率達到20.73%,使得公司淨利潤階段性承壓。公司各項核心業務的健康發展,充分顯示了“人工智能+”在中國市場的生機和潛力。在外部極限施壓背景下,公司構建起通用人工智能領域自主可控的獨特優勢,未來有望受益於AI大模型自主可控需求的釋放,實現超預期發展。維持“增持”評級,維持目標價57.65元。

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