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港股異動丨黑芝麻智能大漲超14%,瑞銀將其對標英偉達
格隆匯 02-17 11:21
黑芝麻智能(2533.HK)盤初拉昇大漲14.5%,報26.85港元。消息面上,瑞銀在最新出爐的研報中給了一份中美科技股對標名單。其中,黑芝麻智能在瑞銀的對標名單中與英偉達相對標。報告提到,AI行業的發展通常會推動相關股票的估值提升。在過去的4G、5G和雲計算時代,相關股票的表現都優於市場50%到100%,且這種反彈通常會持續1到2年。瑞銀認爲,當前AI相關的市場反彈可能還未過半,尤其是軟件類股票,未來仍有較大的估值提升空間。據悉,黑芝麻智能武當C1200家族芯片已經完成DeepSeek模型的部署,後續,A2000也將全面支持基於DeepSeek的多模態大模型。黑芝麻智能表示,在智能座艙領域,DeepSeek能夠爲用戶帶來更流暢和自然的交互體驗,通過自然語言處理技術和語音識別技術,實現更精準的語音助手服務。同時,DeepSeek的技術創新爲智能駕駛發展提供了新思路,黑芝麻智能將利用高性能芯片的算力優勢,探索DeepSeek在智駕領域的落地方向和應用場景。(格隆匯)
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