商汤科技(00020)今日盘中大跌5.67%,引发市场广泛关注。
有消息指出,商汤计划缩小在新加坡的办公室规模,将原位于新加坡市中心黄金地段的甲级商厦搬离,转而迁往偏远且租金较低的写字楼。这一做法反映了商汤在疫后扩张承压,面临增长放缓的局面。
事实上,自2019年被美国列入黑名单、2023年失去阿里巴巴集团资金支持后,商汤的增长开始放缓。在人工智能领域,商汤更面临来自字节跳动等资金实力雄厚的对手的激烈竞争。与此同时,新加坡优质写字楼市场近年依赖中资企业扩张,但随企业削减成本及供应增加,该市场转弱,商汤调整新加坡扩张步伐正符合此趋势。
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