Shangtang-W-collar 3.54%, a large premium in the Hang Seng Technology Index ETF (159742)

In the morning, the Hang Seng Technology Index ETF (159742) fell 2.17%. The transaction on the session had a sharp premium. In the past 5 days, the funds continued to inflow, and the turnover exceeded 25 million.Among the ingredients stocks, Shangtang-W led 3.54%, SMIC, Jinshan Software, Zhongan Online followed up; Bilibili-SW, Ruisheng Technology, Weilai-SW and other leading declines.

Everbright Securities believes that Shangtang-W is the industry's leading computer vision software supplier. It establishes the first AI infrastructure Sensecore, which can largely produce a high-performance artificial intelligence model.The "improvement effect" of model production, empowering multiple vertical tracks, is expected to gradually expand the emerging business model to achieve commercialization acceleration, and has a certain first -mover advantage and high -industry barriers.The company maintains a leading position in the computer vision AI. At the same time, the commercial monetization space and potential are huge. It has a certain scarcity and premium space for the target, and maintains the "increase" rating.

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