本周四(3月27日)港股盘初 商汤-W 低开低走,截至发稿报1.46港元,跌幅8.18%:
财报数据显示,商汤2024年营收37.72亿元,同比增长10.8%;经调整净亏损42.53亿元,同比收窄21.5%。
商汤科技集团董事会执行主席兼首席执行官徐立在业绩会中透露,过去三年,商汤持续投入建设并自持全国首个5A级智算中心上海临港AIDC,通过运营模式将算力总规模提升至23,000PetaFlops, 同比增长92%。
业绩报告显示,对于DeepSeek V3等第三方模型,商汤每秒处理Token数(TGS)已达1600+,在未做专项优化下,优于DeepSeek官方成绩;预期未来对于单一模型做特定优化将会带来更大的性能提升。据悉,日日新6.0将于4月10日发布,性能预期对标Gemini 2.0 Pro。
徐立在业绩会中回答提问时表示,Deep Seek对于行业发展和认知是好事,但用商汤大装置更省钱。“如果我们的推理效率领先于行业15%,那么在做同样服务时就有15%的利润,领先25%就有25%的利润。所以推理效率或者训练效率也不是普适的,这也是商汤联合优化的价值。”
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