人工智能重量级龙头,发布"讯飞星火"认知大模型,移动、葛卫东持股
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">这是一家<span style="color: black;">全世界</span>多模态AI<span style="color: black;">行业</span>中的龙头企业，<span style="color: black;">日前</span>这家<span style="color: black;">机构</span>已成功发布了讯飞火星认知大模型，而凭借着在人工智能<span style="color: black;">行业</span>的强大竞争力，这家企业还<span style="color: black;">得到</span>了中国移动以及著名投资人葛卫东的战略入股。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">多模态AI<span style="color: black;">指的是</span><span style="color: black;">同期</span><span style="color: black;">运用</span>多种模态的数据（如文本、图像、音频等）来训练AI模型，以便更好地理解和处理<span style="color: black;">区别</span>类型的数据。2023年，多模态AI已在多个行业中得到了广泛应用，并取得了<span style="color: black;">明显</span>的成果。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">这里</span>背景下管理层<span style="color: black;">选取</span>了扩大产能，<span style="color: black;">日前</span>科大讯飞计划投资30亿人民币建设8个人工智能项目，<span style="color: black;">倘若</span>这些项目都能达产的话，这家企业的产能将放大一倍以上，而产能的放大<span style="color: black;">亦</span>是<span style="color: black;">机构</span><span style="color: black;">将来</span>业绩增长的有利<span style="color: black;">保证</span>。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/a9f5def2c41648399c5a0568d19a6905~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=sdO0Os0zomajx%2Bj6oZ6CMHTh2Cg%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">日前</span>，这家企业的股票在回撤了46%以后，于近期<span style="color: black;">显现</span>了放量的迹象。</p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/3034401724d24c6bbbdbf0faf28bcb9c~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=Bbf3qg%2B7h3Xqli6%2BCctt0SO%2Fy3U%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">在2023年第三季度，科大讯飞的经营<span style="color: black;">状况</span>还算<span style="color: black;">能够</span>，<span style="color: black;">然则</span><span style="color: black;">因为</span><span style="color: black;">花费</span>的<span style="color: black;">加强</span>使<span style="color: black;">机构</span>的净利润<span style="color: black;">显现</span>了下降，而同期科大讯飞的现金流能力<span style="color: black;">亦</span><span style="color: black;">显现</span>了减弱的迹象，下面<span style="color: black;">咱们</span>再来分析一下这家企业的生产<span style="color: black;">情况</span>。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p26-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/625ff7029d7344629fed5154b4be3ecb~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=ZrBbn0%2FinQ7QjQO51TUBj65wMIM%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">2022年第三季度，这家<span style="color: black;">机构</span>的存货<span style="color: black;">仅有</span>22.65亿元。到了2023年第三季度，科大讯飞的存货就达到了26.58亿元，同比增长了17%。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/48fedfad1d4c40e59168d40f6a224006~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=0NUTNc2xF4RqDJ7aqLlW%2FFJ0%2FGI%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">由于</span>在报告期内这家企业采购原材料所欠对方的货款，<span style="color: black;">亦</span><span style="color: black;">便是</span>应付票据及账款为78.93亿元，同比大幅增长了43%，<span style="color: black;">因此</span>存货的增长应该是管理层主动扩大了生产。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/9fccf93eb6374da5a6202bfb65e6e091~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=YASOt9vtsB%2FSWZQE4r%2FwzlpRj6M%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">然则</span>有一点是值得<span style="color: black;">咱们</span><span style="color: black;">重视</span>的，那<span style="color: black;">便是</span>即使扩大了生产，<span style="color: black;">因为</span>科大讯飞的净利润在今年的表现并<span style="color: black;">欠好</span>，<span style="color: black;">因此</span>这家企业2023年净利润的增长几乎不可能。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">上面看过了这家<span style="color: black;">机构</span>的存货，下面<span style="color: black;">咱们</span>再来分析一下科大讯飞的在建项目。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">日前</span>，这家企业有8个智能生产项目正在建设中，而这些项目的预计投资总额为30.14亿元。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/d9baa076ec72463dbb9c4d35c57ed6ed~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=vmtAI%2BJ9fBOjmTMwoavj19%2B5D9M%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">而同期科大讯飞的固定资产为29.27亿元，在固定资产中有90%是这家<span style="color: black;">机构</span>的现有产能，<span style="color: black;">因此</span>这些项目都能竣工的话，科大讯飞的产能将<span style="color: black;">加强</span>一倍以上。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/6fd246071c1c4c7596611842b34fec0c~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=rThX0lJscAry66Dqe4FMgbV4BmM%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">经过</span>进一步分析翻译官还<span style="color: black;">发掘</span>，科大讯飞的这些在建项目的工程进度并不是很高，平均进度<span style="color: black;">仅有</span>30%<span style="color: black;">上下</span>，<span style="color: black;">亦</span><span style="color: black;">便是</span>说后续管理层<span style="color: black;">最少</span>还需要投资20亿人民币，这些项目<span style="color: black;">才可</span>顺利竣工。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">而在报告期内这家企业短期内<span style="color: black;">能够</span>拿出来的现金总额，<span style="color: black;">亦</span><span style="color: black;">便是</span>货币资金高达33.98亿元，这说明这些在建项目对管理层<span style="color: black;">来讲</span><span style="color: black;">无</span>任何资金压力，项目都能够顺利竣工。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/0867065825b64dd6bee384a1213ad49a~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=5Ws7xgQT2vlCtnfH5BHM2PmbHL0%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">由于</span>这些项目的工程进度并不是很高，<span style="color: black;">因此</span>翻译官猜测这些项目在今年达产的概率比较低，或许在明年中旬能竣工。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">而到了2024年，<span style="color: black;">倘若</span>这8个人工智能生产项目都能竣工的话，再<span style="color: black;">协同</span>人工智能AI的行业风口，管理层<span style="color: black;">必定</span>会大幅<span style="color: black;">加强</span>存货的数量，此时市场再能消化掉这家企业的新增产能，<span style="color: black;">那样</span>科大讯飞明年净利润的增长<span style="color: black;">乃至</span>创出历史新高都将是大概率事件。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">倘若</span>把上市<span style="color: black;">机构</span>的基本面从高至低分为A、B、C、D、E五个等级的话，翻译官个人认为科大讯飞能维持C级的水平。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/3658eb430b1948a8970431b5e6d0fceb~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=pAvAzgKq9JkC%2Fh36lzhLqQwtalc%3D" style="width: 50%; margin-bottom: 20px;"></div>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/4bee7c8a48b446509ead151a8064957d~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=rd7QkiFbY9TFIQAV%2BAeLN5T321s%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">请<span style="color: black;">重视</span>：基本面良好的<span style="color: black;">机构</span>，股票不<span style="color: black;">必定</span>会上涨。<span style="color: black;">然则</span><span style="color: black;">哪些</span>能<span style="color: black;">连续</span>大涨的股票，<span style="color: black;">机构</span>的基本面<span style="color: black;">必定</span>非常出色。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">而本文既<span style="color: black;">无</span><span style="color: black;">举荐</span>科大讯飞这只股票，<span style="color: black;">亦</span><span style="color: black;">无</span>说科大讯飞<span style="color: black;">机构</span>有多么的好，而是精炼翻译该企业的财报。</strong></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/63ce732a06374110a441db56480614ed~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727404933&x-signature=doWqnhvh30Ts%2BHiyztqExj8dCks%3D" style="width: 50%; margin-bottom: 20px;"></div>
期待与你深入交流，共探知识的无穷魅力。
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