据悉，2024第一季度，公司总收入人民币8.3亿元，同比增长28.5%；期内先知AI平台业务收入人民币5.0亿元，同比增长84.8%，占公司总收入比例为60.6%。海通证券认为，公司Q1业绩整体表现较为优异，印证了公司目前商业模式的可行性，而公司在行业大模型领域十余年的积累，有望伴随AI行业的快速发展逐渐释放，成为公司业绩增长的重要动力，公司全年发展值得看好。Fourth Paradigm (06682) rose more than 3% in early trading. As of press time, it has risen 2.33% to HKD 46.2, with a total market value of approximately HKD 21.5 billion.
According to the Smart Finance App, Fourth Paradigm (06682) rose more than 3% in early trading. As of press time, it has risen 2.33% to HKD 46.2, with a total market value of approximately HKD 21.5 billion.
On the news front, on July 23rd, Fourth Paradigm officially released Prophet AIOS 5.1 version. This version adds GPU resource pooling (vGPU) capability, realizing on-demand allocation and rapid scheduling of hardware cluster platforms and computing resources. It can save up to 80% of hardware costs and increase GPU utilization by up to 5-10 times.
It is reported that in the first quarter of 2024, the company's total revenue was RMB 0.83 billion, a year-on-year increase of 28.5%; the revenue of the Prophet AI platform business was RMB 0.5 billion, a year-on-year increase of 84.8%, accounting for 60.6% of the company's total revenue. Haitong Securities believes that the overall performance of the company's Q1 is excellent, which confirms the feasibility of the company's current business model. With more than ten years of accumulation in the industry's large model field, it is expected to gradually release as the AI industry develops rapidly and become an important driving force for the company's performance growth. The company's development is worth being bullish about.
