招银国际发表研究报告指，商汤(00020.HK) 公布去年总营收按年增长11%至37.7亿元人民币，低于一致预期的45亿元人民币，主因传统AI业务收入下降；经调整净亏损按年收窄 21%至42.5亿元人民币，逊于预期，主要由于AI领域研发投入高于预期。
在算力增长和行业解决方案持续丰富的驱动下，管理层对今年生成式AI 业务收入增长持乐观态度。该行预计，在生成式 AI 业务推动下，今年总营收将按年增长27%。考虑到AI投入增加，该行将今年经调整净亏损预测由21亿元人民币扩至至27.5 亿元人民币。
该行指，将其目标价由2元下调至1.85元，维持其评级为“买入”。(ca/)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-27 12:25。)
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