商汤,AIGC救赎

21世纪经济报道
03 Apr

在生成式AI席卷全球的浪潮中,商汤科技(00020.H'K)正试图抓住这根“救命稻草”。2024年,其生成式AI业务以103%的增速贡献了超六成营收,成为财报中最亮眼的数据。然而,持续扩大的经营现金流缺口和居高不下的研发投入,让市场担心这场豪赌能否真正扭转亏损困局。与此同时,商汤加速推进“大装置-大模型-应用”三位一体战略,试图通过生成式AI打开新局面,并完成“1+X”架构战略重组,重新锚定战略...

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