高盛上调对商汤ToC业务扩张的预期，并预期公司将在提供新用户免费试用后，透过每月或每年收取订阅费用以开始变现。商汤从生产力工具领域加入ToC生成式AI应用，包括Raccoon办公室AI与Kapi会计AI，透过SenseNova基础模型支持的深度分析能力，以解决AI原生问题。同时，公司基于高需求场景提供AI行业解决方案，涵盖市场分析、销售分析、产品开发、企业管理等领域，此模式与其他AI应用形成差异化优势。该行维持对商汤“买入”评级，目标价由2.72港元上调至3.09港元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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