港股异动 | 商汤-W(00020)再涨超6% 商汤日日新5.0在中文语境下表现更胜GPT-4 Turbo
商汤-W(00020)再涨超6%，本周累计涨幅超50%，截至发稿，涨6.02%，报0.88港元，成交额4.16亿港元。
海通国际发表报告，商汤日前推出6000亿参数大模型“日日新5.0”，在知识、数学、推理和代码能力方面大幅提升，综合性能全面对标GPT-4 Turbo。报告称，“日日新5.0”不仅对标GPT-4 Turbo，在中文语境下表现更胜GPT-4 Turbo。
报告称，由于现时生成式人工智能商业化途径仍模糊，认为商汤被大幅低估。考虑算力基建的稀有性，以资产净值方式作出估值，因公司的AI基建及大语言模型距离产生盈利仍有相当距离。维持优于大市评级，目标价1.5港元，认为其在GenAI热潮下有良好定位。
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