【大和:升第四范式(06682.HK)评级至“买入” 目标价上调至58港元】智通财经APP获悉,大和发布研报称,人工智能

智通财经
Jun 24, 2025
【大和:升第四范式(06682.HK)评级至“买入” 目标价上调至58港元】智通财经APP获悉,大和发布研报称,人工智能公司第四范式(06682.HK)销售人工智能系统Sage AI平台准用许可,让企业在私有部署中使用专有数据训练自家模型。大和预期该公司2025年至2026年预期订单增长可能好于预期,并指股东处置权益的拖累因素已移除。予该股票评级由原先“跑输大市”一举升至“买入”,其估值基础从市销率(PSR)转为市盈率(PER),以今明两年平均目标市盈率80倍计,目标价由原先47港元上调至58港元。

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