BUZZ-晨星认为人工智能对澳大利亚 REA 集团有潜在影响

路透中文
Mar 06
BUZZ-晨星认为人工智能对澳大利亚 REA 集团有潜在影响

3月5日 - ** 晨星将房地产门户网站REA集团REA.AX的不确定性评级从 "中 "改为 "高",将公允价值下调8%至每股126澳元

** 投资研究公司称,如果人工智能成为消费者寻找新房的主要手段,可能会削弱公司的定价权

** 强调使用人工智能可降低软件开发成本,在激烈竞争中降低复制成本

** “如果人工智能能高效地筛选房源、汇总特征并充当虚拟买方代理,那么用户从 REA 集团的转移将大幅降低传统房源的价值。” -- 晨星

** 14 位分析师平均评级为 "买入",目标价中位数为 218.90 澳元(根据伦敦证券交易所集团汇编的数据)。

** 年初至今,股价下跌 9.1%,最后收盘价为 165.90 澳元

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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