商湯(00020.HK)料下半年保持減虧速度
內地人工智能龍頭之一商湯(00020.HK)首席執行官徐立預期,今年下半年有望保持上半年減虧速度。儘管上半年研發開支按年升12%至21.185億元人民幣,但徐立認爲AI行業機會較多,公司增加研發投入,一直致力於保持穩健、正向的健康現金流,迄今成效包括回款速度日漸理想等。
此外,他指商湯的X創新業務處於對外融資狀態,等到吸引更多外部投資、估值加速增長時,便是「畢業了」,在理想情況下,商湯對其持股比例可能縮窄至約20%、從財務上看其虧損及員工數量等數據便不再會出現在整個集團的財務報表上。故此相關業務吸引到投資並向前發展,以及向商湯集團支付服務費時,對集團整體而言都是在提供正向現金流。
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