智通财经APP获悉，高盛发布研报称，维持中国软件国际(00354)“中性”评级，基于2025年预测市盈率约15.4倍，将目标价上调至5.6港元。该行称，中软国际本月宣布以DeepSeek-R1671B基础模型和华为云提供支持，推出升级版一站式人工智能服务解决方案，这有助于企业客户快速部署DeepSeek基础模型、定制专属模型及以API快速连接业务，从而加速客户在业务运营中使用生成式AI。
该行相信，上述举措将驱动中软国际的IT服务发展，加速其从传统IT服务向更高附加值的智能云服务和解决方案的升级。虽然大致维持该公司去年盈利预测不变，但鉴于来年或有更大研发开支，高盛将2025至2027年净利润预测分别下调26%、18%及11%。
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