Innodata 深耕数据标注,持续受益于AI 大模型对数据的需求增长,是数据标注行业稀缺上市标的。公司客户聚焦美国大型科技企业,已覆盖“美股七巨头”中的五家,巨头围绕AI 基建的资本支出扩张或带来增量。公司增长势头强劲,2024 年收入增长96%,公司预计2025 年收入增长40%+。我们首次覆盖Innodata(INOD.US),给予“买入”评级,目标价为55 美元,潜在升幅44%。深耕数据...
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