阜博集团:收入快速增长 回购彰显信心

东吴证券
20 Nov 2024

投资要点事件:公司发布2024Q3 季度经营数据,单季度总收入同比增长约 29%;中国内地业务的收入同比增长约27%(以人民币计);每月持续收入同比增长约32%;海外业务收入增速约30%。在团队规模相对稳定的情况下,实现了收入大幅增长,规模效应持续显现。近期,大模型和版权方发生多起诉讼,相关版权保护和交易需求有望提升:11 月7 日,OpenAI 在与新闻媒体的版权战事中暂时获得首轮胜利。美国纽约...

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