【风口研报】毛利率80%+的产品型AI公司,分析师看好后续新产品放量叠加赴港上市加深全球化布局,有望迎来新发展机遇
财联社·2025-11-03 12:39
Group 1 - The article highlights a product-based AI company with a gross margin exceeding 80%, which analysts believe will benefit from the launch of new products and its upcoming listing in Hong Kong, enhancing its global presence and development opportunities [1] - The demand for rare metals is significantly driven by the explosive growth in overseas aerospace and military needs, with the company positioned to benefit from its critical upstream raw material production capacity expansion barriers and technological advantages, likely to continue profiting from the industry's cyclical upturn [1]