异动解读｜商汤-W盘中下跌3.51%，中报盈利质量争议未消业绩兑现后资金持续获利了结

行情直击09-02

9月2日，商汤-W盘中下跌3.51%，报1.375港元，成交额9426.92万港元。

消息面上，公司8月26日披露的中期业绩虽首次在IFRS口径下录得净利润6.17亿元，上半年收入29.11亿元同比增长23.4%，但市场对盈利质量的担忧持续发酵。剔除当期45.88亿元股权投资收益后，公司经调整净亏损仍达3.86亿元，核心主业尚未实现盈利；同时三年以上应收账款占比接近五成，公司亦面临持续裁员压力。此前8月17日盈喜公告后股价一度大涨近9%，市场已对盈利预期充分定价，业绩正式落地后资金连续获利了结，股价自8月27日以来持续宽幅震荡。机构方面，高盛此前将目标价上调至2.05港元，招银国际维持"买入"评级，当前股价与机构目标价仍存较大差距。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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