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研报掘金丨中泰证券:维持中科创达“买入”评级,AI硬件前景可期

Research Reports Mining | Zhongtai: Maintains Buy rating for Thunder Software Technology, promising prospects for AI Hardware.

Gelonghui Finance ·  Dec 16 15:58  · Ratings

On December 16, Gelonghui reported that Zhongtai Research Reports pointed out that Thunder Software Technology (300496.SZ) is a global leader in intelligent operating systems and edge intelligence technology and product providers, focusing on "operating systems + edge intelligence." The company collaborates with ByteDance to explore AI edge applications, and the prospects for AI Hardware look promising. Considering the company's ARM architecture has promising prospects on the PC side, and its long-standing cooperation with Qualcomm provides operating system-level Software support for AIPC and AI phones, while also actively exploring new opportunities in vehicle operating systems, industrial Siasun Robot&Automation, and edge intelligence. It is a deeply collaborative partner of Volcano Engine, maintaining a "Buy" rating.

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