里昂:升商汤-W(00020)目标价至3港元 维持“跑赢大市”评级

智通财经
Oct 27, 2025

智通财经APP获悉,里昂发布研报称,预期商汤-W(00020)受惠于生成式AI收入增长及业务重组带动的营运开支下降,将目标价由1.85港元上调至3港元,维持“跑赢大市”评级。报告指,商汤与寒武纪-U(688256.SH)建立战略合作伙伴关系,认为此举将有助于其通过国产芯片扩展人工智能运算能力。商汤的人工智能模型商业化亦在人工智能眼镜与人工智能影片生成工具领域取得进展。

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