异动解读 | 商汤-W股价盘中大涨5.13%，获多份生成式AI订单及利好研报支撑

异动解读

Sep 25

周四盘中，人工智能企业商汤-W（00020.HK）股价大幅上涨5.13%，引发市场关注。此次股价上涨主要受到公司新获得多份生成式AI项目订单以及多家券商发布利好研报的推动。

据悉，商汤-W近期已从教育、医疗、媒体、金融、交通等多个领域的企业（ToB）和政府（ToG）客户中获得生成式AI新项目订单。高盛在最新研报中指出，预计商汤未来项目将加速增长，主要受益于内地云端资本开支提升，以及8月公布的"AI+"行动方案等利好政策推动。高盛认为，商汤可针对不同客户需求，提供覆盖算力、大规模AI基础设施、AI基础模型，以及生成式AI应用的全套解决方案能力。

国泰海通证券的研报也对商汤-W给予正面评价。报告指出，商汤-W上半年生成式AI收入达18.16亿元，同比增长72.7%，占总营收的77%。在基础设施方面，公司的异构集群已在国产芯片混调下实现约5000卡稳定运行，集群利用率约80%，总算力规模约2.5万PetaFLOPS。此外，公司的"小浣熊"生产力工具持续放量，用户数突破300万、日处理数据分析Tokens约100亿，已在金融、教育、政务等行业深入应用。多家券商的积极评价进一步增强了投资者对商汤-W未来发展前景的信心。

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