KEEP(3650.HK):加速布局AI 奔赴下一个十年

国泰君安
10 Feb

本报告导读:公司宣布下一个10 年“All in AI”,对标美图看好AI 发展潜力。投资要点:维持增持。考虑到公司持续投入 AI资源或导致相关费用前置,下调预测2024-26 年经调整归母净利至-4.5/-0.68/0.65 亿元人民币(原-2.67/-0.56/0.81 亿元人民币),维持增持。事件:公司宣布下一个10 年“All in AI”。1)2 月4 日公司创始人&CEO 王宁先生发布...

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