智通财经APP获悉，中软国际(00354)再涨超9%，截至发稿，涨9.03%，报6.52港元，成交额2.84亿港元。
消息面上，2月5日，华为董事长梁华透露，2024年华为整体经营达到预期，全年销售收入超过8600亿元人民币，相比于2023年的7042亿元，超出1500余亿元。华为还宣布，基于原生鸿蒙操作系统的小艺助手App已经接入DeepSeek。据悉，中软国际作为华为生态龙头，“1+3”战略提升客户覆盖以及单客户创收，量、价增长逻辑清晰。
此外，里昂发表报告指出，DeepSeek的突破表明AI应用层将迎来蓬勃发展，因为软件供应商能以更低的成本使用性能良好的大型语言模型(LLMs)。同时，亦使软件供应商更容易将AI功能整合到其产品中，带来更有利可图的变现前景。该行认为，AI技术的最新进展可能加剧中美科技战，因此“国内替代”仍至关重要，看好中软国际等。
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