You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金升商湯-W(00020.HK)目標價至4.3元 指大模型為下游多場景賦能
阿思達克 04-11 14:20
中金發表報告指,商湯-W(00020.HK)發布日日新大模型。商湯大模型為下游多場景賦能,包括智慧生活、智能汽車、智慧城市、智慧商業四大業務線,帶來多輪推動力。 報告指,本次發布會彰顯商湯作為AI視覺龍頭的技術實力,在生成式AI領域達到內地最領先水平,NLP領域達到第一梯隊水平,超出市場預期,周末熱議的SAM模型商湯在書生2.5模型已有類似佈局。此外,內地大模型年內快速推出及疊代,我們預計年內有望迎接開源生態,繼而推動技術平權,帶來下游更多應用場景機會。 中金維持對商湯盈利預測不變和維持「跑贏行業」評級,考慮到大模型有望帶來遠期多元化變現方式,上調目標價19%至4.3元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account