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F1Trading
F1Trading
1.商汤‑W(00020) 港股AI板块大涨，公司多模态大模型迭代升级，AI视觉、政企智慧业务订单回暖，世界机器人大会催化AI赛道情绪，资金回流港股科技板块。智慧城市、汽车智能驾驶业务稳步拓展。企业依旧处在亏损阶段，大模型算力成本高昂。国内AI赛道内卷严重，价格战挤压服务毛利。股价更多依靠产业预期，业绩兑现要看政企订单转化速度，题材波动属性较强。
23:41 · 08/23/26·180 views·Posted on OKX Orbit
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