港股异动 | 出门问问(02438)涨超22% 近期推出TicNote Color系列 公司AI智能硬件业务高增长

智通财经
Oct 02

智通财经APP获悉,出门问问(02438)涨超22%,截至发稿,涨22.54%,报0.87港元,成交额3811.69万港元。

消息面上,近期,出门问问发布TicNote Color系列,Shadow AI 2.0全面升级。该公司半年报显示,上半年AI智能硬件业务收入为9830万元,同比增长64.8%。主要得益于上半年公司加大了战略性市场投入和新产品“TicNote”的品牌投入。公司表示,TicNote是全球首款AgenticAI软硬结合产品。该产品在海外首发即获关注,TicNote销量迅速突破万台,位居天猫、京东等电商平台相关品类销量前列。在随后的业绩发布会上,出门问问方面再次透露,截至8月20日,TicNote全球销量已突破3万台。

华西证券此前研报指出,AIGC作为新兴市场,当前格局不确定性较强,中国已推出超过300个处于训练或测试阶段的大模型,该行表示,公司在AIGC应用领域的先发优势显著,在行业空间快速成长下飞轮效应有望持续,预计AIGC相关服务将支撑公司业绩较快增长,同时AIGC能力提升也有望与另外两条业务线形成协同效应。

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