研報掘金丨東興證券:絕味食品全面佈局AI應用,維持“強烈推薦”評級
東興證券研報指出,絕味食品(603517.SH)率先在AI應用上發力,全渠道數智化戰略佈局。作爲滷味連鎖的龍頭企業,公司擁有超15000家的門店,在做AI連鎖零售的轉型上,有較強的數據優勢和資源優勢。此次與騰訊合作,在技術上得到保駕護航,更有助於絕味實現AI技術在管理和營銷方面的突破。雖然在大消費環境偏弱的情況下,絕味整體營收增長受到壓力,但是認爲AI技術對於公司長期發展和運營效率的提升將會帶來變革性影響。看好公司在滷味連鎖的供應鏈和運輸鏈的綜合優勢,預期AI技術將會給公司經營帶來積極影響,維持“強烈推薦”評級。
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