星环科技：AI基础设施崛起下的高弹性核心标的【华西计算机 刘泽晶团队】
1️⃣星环科技Q3营收0.73亿元，同比增长4.59%，业绩持续向好。企业级 AI 底座具备高黏性，24年老客户复购收入占78.83%，大模型相关业务近5000万元订单。数据+模型+应用，一体化平台构筑护城河：自研大模型叠加数据库、数据治理...
1️⃣星环科技Q3营收0.73亿元，同比增长4.59%，业绩持续向好。企业级 AI 底座具备高黏性，24年老客户复购收入占78.83%，大模型相关业务近5000万元订单。数据+模型+应用，一体化平台构筑护城河：自研大模型叠加数据库、数据治理...
https://www.touyanquan.com/post/Xs2NS8Rw
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调研纪要
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国内研报
