CAR集团持续加码人工智能领域的投资,但这并未能消除麦格理集团对该技术潜在估值影响的担忧。尽管该投行的分析师认同这家汽车广告平台管理层的观点,即AI能力确实能加速短期产品开发并提升成本效益,但他们对此后的发展前景仍持谨慎态度。
分析师在给客户的报告中指出,这家澳大利亚公司战略执行良好,短期投资应能支撑其中期增长。然而,外部AI服务商在多大程度上能复制其专业的分类广告能力存在不确定性,加之潜在股价催化因素尚不明确,这使得麦格理对估值发现过程保持警惕。
麦格理将其目标股价下调27%至28.50澳元,并维持对该股的中性评级。该股在开盘前报26.91澳元。
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