金吾财讯 | 商汤(00020)午后维持高位，截止发稿，涨4.61%，报1.59港元，成交额13.19亿港元。
华泰证券发研指，AI 2.0时代相比AI 1.0时代的主要变化是大模型训练与应用，公司是唯一成功转型进入AI 2.0时代的 AI 1.0四小龙公司，是纯正的AI大模型与应用公司。该行看好商汤凭借AI 1.0时代服务众多客户的经验积累、AI 2.0时代性能领先的大模型和大装置，充分受益于大模型应用的快速发展。
该行预计公司2024年至2026年的收入分别为46.1亿人民币(下同)、60.3亿及84.1亿元，亏损分别为38.4亿、32.4亿及24.1亿元。该行首予公司“买入”评级，目标价2.1元。
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