【里昂：升商汤目标价至2.14港元 受惠AI模型改进和计算能力需求】金十数据2月17日讯，里昂发表研报指，受惠于DeepSeek发展热潮及其开源算法，商汤(00020.HK)的生成式AI业务或因为AI模型的迭代而获得重新评级。同时商汤早前宣布企业客户及开发者可于商汤大装置“万象平台”中使用DeepSeek-V3及DeepSeek-R1模型，里昂预期随着相关模型的广泛应用，商汤的逾5.4万颗GPU储备将进一步受惠于算力租赁需求的快速增长。里昂又指，商汤去年宣布进行业务重组，将重心聚焦在生成式AI与计算机视觉等核心业务，预期可降低营运开支。里昂上调商汤今明两年收入预测分别1%及3%，并下调(收窄)2024至2026年各年亏损预测分别10%、6%及13%，以反映重组后经营开支减省；投资评级由“持有”上调至“跑赢大市”，并上调估值基础，由原先预测市销率8倍升至9.5倍，目标价从1.77港元升至2.14港元。
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