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大行評級|里昂:上調知乎目標價至7美元 評級升至“跑贏大市”
格隆匯 02-19 12:44
里昂發表研報指,知乎將DeepSeek-R1接入人工智慧搜尋產品知乎直答,大幅提升知乎直答每日活躍用户中的滲透率與留存率。里昂提及,雖然網絡巨頭們都在競相整合DeepSeek,但該行認為知乎以其廣泛的專有數據及高質內容的獨特地位使其脱穎而出,至於該股的交易價格亦低於其淨現金水準。里昂將知乎美股目標價由3.85美元上調至7美元,評級由“持有”上調至“跑贏大市”。
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