中软国际(00354)今日盘中大涨9.2%,引发市场热议。据悉,此轮上涨与华为业绩表现及人工智能技术发展的利好因素有关。
消息面上,华为披露2024年整体经营业绩达预期,销售收入超过8600亿元人民币。同时,基于鸿蒙系统的小艺助手已接入DeepSeek。作为华为生态链上的龙头软件公司,中软国际有望显著受益于这一利好因素,获得业务增长动力。
另一个推动中软国际上涨的因素,是近期人工智能技术的快速发展以及国产替代的大环境。机构认为,AI应用层有望迎来蓬勃发展,软件供应商可以较低成本使用大模型,带来巨大商机。在国产替代的机遇下,中软国际等国内龙头公司将占据显著优势。机构预计,中软国际将大幅受益于这一趋势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.