东方证券研报指出，海康威视现金流大幅改善，净利润加速增长。二季度末的应收票据及账款同比下降4%至373亿元，二季度营收同比基本稳定在233亿元左右，体现了公司业务发展的高质量。公司已推出数百款大模型产品，全面覆盖云、域和边。结构化相机、智能周界相机、文搜服务器、安检和工业探伤产品等广泛应用于制造、电力、城市治理和交通管理等多个领域。另外，公司创新业务和境外是亮点。在遭遇美国、加拿大政府的贸易限制等不利因素下，境外业务的健康发展体现了公司的强大韧性。根据可比公司26年25倍PE估值水平，对应目标价为43.00元，维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.