金吾财讯 | 阜博集团(03738)午后股价维持高位，截至发稿，涨11.58%，报3.18港元，成交额1.42亿港元。
国元国际发研指，在2025 年CES 展会上，阜博现场展示了其水印软件能力如何与AI 生成的实时视频内容无缝集成，并运行在云端的英伟达GPU 架构上。这款新产品不仅将生成式AI 无缝融入实时视频内容创作，还为数字内容的版权保护与交易变现开辟了新天地。未来该技术如果成功落地，将推动行业内形成新的收入分成模式，在不仅保护内容创作者的知识产权的同时，还减少了AI 科技企业的法律风险，使其能够更加专注于市场化应用，未来有很大的发展空间和潜力。该行预计公司2024-2026 年EPS 分别为0.04/0.06/0.08 港元，当前股价对应2024 年至2026 年PE 估值分别为76/50/36 倍。给予公司对应2025 年93 倍PE/2.6 倍PS，目标价3.5 港元，维持“买入”评级。
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