港股浪潮数字企业(00596)今日盘中大涨逾10%,引发市场关注。
从宏观层面看,2025年是十四五规划收官之年,预计信创推进政策及支持力度将加大,信创产业链公司有望迎来订单回暖等利好。作为国有软件龙头,浪潮数字企业有望受益。
公司业务层面,浪潮数字企业持续推动ERP管理软件等产品的国产化替代进程,在央企国企市场仍具备较强竞争力。随着云计算、人工智能等新技术快速发展,公司持续加大研发投入,升级旗下核心产品体系,有利于提高企业数字化智能化水平,为公司长期发展注入动力。
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