百融云-W(6608.HK):AI应用能力领先 看好公司中长期预期差修复

中信建投证券
20 Mar

核心观点公司是港股少数已经实现持续盈利的独立AI 科技云服务商,结合我们对未来的业绩预测,公司2022~2026 年的归母净利润CAGR可能达到10.7%,与其他AI 应用类可比公司相比,持续盈利能力明显更强,但估值水平明显偏低,或受未纳入港股通等原因造成估值折让,预计公司在持续致力于通过回购等方式提高股东回报的基础上,估值朝着合理区间不断修复。摘要公司是一家已经实现持续盈利的AI 科技服务商,在...

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