汇丰环球研究报告指,商汤(00020.HK) 是中国AI行业的先驱,但过去一年有多个后来者在各自的垂直领域展现强大能力。市场关注商汤在生成式AI时代的市场地位,因其多项产品直接与这些新兴竞争者竞争。基础模型方面,商汤亦面对字节跳动的豆包、阿里巴巴(09988.HK) 的通义千问及DeepSeek的激烈竞争。若商汤的基础模型或应用产品落后,并更依赖算力捆绑销售,该股或面临估值下调。该行预期商汤今年...
Source Link汇丰环球研究报告指,商汤(00020.HK) 是中国AI行业的先驱,但过去一年有多个后来者在各自的垂直领域展现强大能力。市场关注商汤在生成式AI时代的市场地位,因其多项产品直接与这些新兴竞争者竞争。基础模型方面,商汤亦面对字节跳动的豆包、阿里巴巴(09988.HK) 的通义千问及DeepSeek的激烈竞争。若商汤的基础模型或应用产品落后,并更依赖算力捆绑销售,该股或面临估值下调。该行预期商汤今年...
Source LinkDisclaimer: 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.