金吾财讯 | 智谱(02513)逆市上涨8.22%，截至发稿，报1067.00港元，成交额6.09亿港元。消息面上，摩根大通发表报告称，中国AI初创企业智谱自年初IPO以来股价大涨，仍维持对两家公司的建设性看法与“超配”评级，技术性因素驱动的回调是良好的买入机会。对智谱目标价维持在950港元。分析师OliviaXu指出，智谱是中国AI应用周期中的结构性受益者，得益于强劲的API需求、不断改善的商业化变现能力，以及国内企业级AI落地仍处于早期放量阶段。
金吾财讯 | 智谱(02513)逆市上涨8.22%，截至发稿，报1067.00港元，成交额6.09亿港元。消息面上，摩根大通发表报告称，中国AI初创企业智谱自年初IPO以来股价大涨，仍维持对两家公司的建设性看法与“超配”评级，技术性因素驱动的回调是良好的买入机会。对智谱目标价维持在950港元。分析师OliviaXu指出，智谱是中国AI应用周期中的结构性受益者，得益于强劲的API需求、不断改善的商业化变现能力，以及国内企业级AI落地仍处于早期放量阶段。
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