研報掘金丨羣益證券(香港):予廣和通“買進”評級,正在申請港股上市
羣益證券(香港)研報指出,廣和通6月10日公眾號顯示,億家億伴智能科技正式推出的愛小伴AI奶龍人工智能玩具搭載了廣和通MagiCore模組,具備情感理解、個性化學習、長記憶、多智能體交互等AI能力,同時可以在WIFI/4G/本地端側等多種場景下擁有智能語音交互能力。同時公司在具身智能機器人領域積極探索,為將來機器人的操作能力的演進做好佈局;低空經濟領域,2024年10月推出低空經濟解決方案。另外,公司已遞交H股上市申請,募集資金將用於研發領域。考慮到當前端側AI正在快速成長期,未來IP結合AI端側玩具潛在的成長,給予“買進”評級。
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