港股異動丨同程旅行收升10.28% 股價創一個月新高 AI+驅動估值重估獲多家大行看好
昨日收升3.71%的同程旅行(0780.HK)今日繼續強勢上攻,一舉收復一個月失地,最終收升10.28%報19.74港元,全天成交5.15億港元,最新市值459.45億港元。消息面上,同程旅行近日宣佈同程程心大模型將全面接入DeepSeek,成為首家接入DeepSeek大模型的OTA平台。同程程心是同程旅行自主研發的旅遊行業專屬模型,未來將與DeepSeek深度協同,為用户提供專業、智能的旅行解決方案。目前該功能已進入內測階段,預計3月上旬正式面向用户開放。高盛曾發表中國市場策略報吿,列出該行篩選的中國人工智能投資組合名單。其中,在“非科技-效益提升者”類別中包含了同程旅行等。中金亦發報吿列出海外中資股策略首選組合,同程旅行在列。此外,交銀國際認為,港股/中概股將持續受益於技術創新帶來的價值重估,2024年4季度及2025年業績預期有上調空間的公司包括同程旅行等。(格隆匯)

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