港股异动 | 神州控股(00861)涨近15% 大数据及境外业务表现亮眼 “大数据+人工智能”战略可行性已充分验证

智通财经
07 Oct 2024

智通财经APP获悉,神州控股(00861)早盘涨近15%,截至发稿,涨14.62%,报3.45港元,成交额2774.13万港元。

消息面上,8月30日,神州控股发布上半年业绩,营业收入70.14亿元,毛利9.57亿元,归母净利润1081万元。剔除神州信息影响,实现收入29.36亿元,较去年同期增长20%;归母净利润4096万元,较去年同期增长380%。公司在数据要素价值挖掘、人工智能场景应用、中资企业出海服务等领域均实现突破,核心业务大数据产品及方案收入12.77亿元,较去年同期增长17%,近四年复合增长率26%。

海通证券此前发布研报称,对于神州控股在大数据和境外业务的优异表现给予肯定,认为公司“大数据+人工智能”战略的可行性已得到充分验证,同时,公司境外业务的突出表现更是开启了公司第二增长极,长期发展值得期待。东方财富证券则表示,神州控股聚焦“大数据+AI”战略,持续打造面向政企客户的数据分析与决策产品及智能应用,实现了高质量数据与AI应用场景的商业化落地。

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