研報掘金丨中泰證券:維持浙數文化“買入”評級,積極擁抱新一輪AI機遇
中泰證券研報指出,浙數文化(600633.SH)2024年歸母淨利潤5.12億元,同比下滑22.84%;2025Q1歸母淨利潤1.44億元,同比增長44.86%。公司圍繞“數字文化+”“數字技術+”“數據運營+”“創新賽道”四個方向,構建發展生態。公司將積極擁抱新一輪AI機遇,圍繞AI重塑公司業務核心競爭力,強化應用場景構建,進一步發展增強應用大模型矩陣,培育垂類大模型產業發展新生態。考慮到公司遊戲收入穩定增長,新業務拓展疊加IDC市場需求增加,適當上調公司利潤預期,維持“買入”評級。
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