中泰证券：首次覆盖商汤-W(00020.HK) 予“增持”评级

智通财经2025-07-29

【中泰证券：首次覆盖商汤-W(00020.HK) 予“增持”评级】智通财经APP获悉，中泰证券发布研报称，商汤-W(00020.HK)底层技术积累丰厚，其大模型能力处于第一梯队，具有稀缺性。同时公司亏损业务线正陆续实现拆分融资，主业生成式AI增长良好。该行预计公司2025至2027年实现总营业收入各48.72亿、62.79亿及80.93亿元人民币，同比增长各29%。该行首次覆盖商汤，并予以“增持”...

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