9月1日，商汤-W盘中上涨3.82%，报1.495港元，成交额1.6亿港元。消息面上，公司8月26日披露的中期业绩首次在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%，生成式AI收入占比提升至79.9%，经常性收入同比增长124.4%。不过，剔除45.88亿元股权投资收益后，经调整净亏损仍达3.86亿元，叠加三年以上应收账款占比近五成，市场对盈利质量存疑。业绩落地以来股价持续宽幅震荡，前一交易日下跌2.70%，今日迎来技术性回补。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，认为生成式AI业务表现强劲。
（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。）
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