研报掘金｜国泰君安：首予商汤“增持”评级 AI相关需求释放有望推动超预期增长_老虎社区_美港股上老虎

研报掘金｜国泰君安：首予商汤“增持”评级 AI相关需求释放有望推动超预期增长

格隆汇资讯05-13

国泰君安发表报告，首次覆盖商汤，予“增持”评级，目标价2.25港元。该行预计公司2024至2026年营收分别为45.76亿、60.05亿、77.06亿元。报告指，公司前瞻性打造国内领先的AI算力设施-SenseCore大装置，能够支撑万亿参数大模型全生命周期生产；日日新大模型叠代迅速，性能可比肩GPT4-Turbo等海外主流大模型产品；同时公司率先构建了业界领先的可用于笔记本计算机、智能手机等终端...

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