AI语音转换及识别公司SoundHound AI(SOUN)在2024年12月30日周一的盘中交易中大跌7.89%,引发了市场的广泛关注。
细究原因,主要在于SOUN对GPT等大模型技术存在一定依赖,这也是其今年股价"十倍牛"的主因。但同时,一些分析师对此表示担忧,指出SOUN的核心语音转换技术存在被大型科技公司取代的风险,且其产品利润率或将持续下降。
公开数据显示,上周五SOUN的期权成交量约为26万张,其中看涨期权占比55.3%,看跌期权占比44.7%,可见投资者存在较大分歧。一方面,看涨期权交投热烈,期权市场对SOUN前景持乐观态度;但另一方面,公司目前估值水平较高,再加上前景存在不确定性,也令部分投资者选择了获利了结。
总的来说,作为一家语音Ai公司,SOUN在各领域渗透率较低而存在着发展空间。但同时,其核心技术地位或面临其他大厂挤压风险,且利润率下降令前景蒙上阴影,因此未来业绩表现将成为市场重点关注的焦点所在。
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