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研報掘金丨光大證券:維持三六零“增持”評級,納米AI搜索表現亮眼
格隆匯 05-15 15:44

光大證券研報指出,三六零(601360.SH)2024年實現歸母淨利潤-10.94億元,同比虧損幅度加大。2025年一季度實現歸母淨利潤-2.73億元,同比虧損擴大。“AI產品榜·網站榜·2025年4月榜單”發佈,納米AI搜索表現亮眼,看好公司互聯網商業化業務的AI升級。在大模型技術迭代方面,公司進一步提升了自研千億參數通用大模型“360智腦”的底層能力,在第三方基準評測中表現優異;在 B/G端服務方面,公司發佈了企業級AI大模型解決方案,構建企業級垂直大模型,助力產業智能化轉型和數字化升級。2024年,360安全大模型已在多行業超50家頭部客户的真實環境中以及超500家中小企業的公有云環境中完成了測試應用與交付工作。看好AI搜索對於公司互聯網廣吿及商業化業務的升級重塑及公司大模型在AI產業發展中的核心地位,維持“增持”評級。

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