百融云-W(06608)早盘逆市上涨10.28%,现报9.12港元,成交额1051.89万港元。
消息面上,根据市场调研机构Canalys,2024年第三季度,中国内地云基础设施服务支出达到102亿美元,同比增长11%,重回两位数增长。AI正逐渐成为云计算采用的重要驱动力,越来越多的企业将AI功能嵌入基于云的应用程序中,以提升智能化水平并简化运营效率。
国元国际发布研报指出,公司2024年加大对AI技术投入,积极响应国家普惠金融号召,围绕金融机构财富管理进行价值挖掘。目前公司已在智能语音和数字人方面取得突破,特别是其智能语音技术在语义理解与人机交互方面显著高于行业平均水平。考虑到公司AI技术处于行业领先水平,同时国内金融机构利用AI技术进行存量运营在巨大市场空间,公司通过AI技术不断拓展业务边界。此外公司紧跟客户需求,布局普惠金融和财富管理,更好满足小微企业的融资需求,更好满足C端客户的资产保值增值需求。
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