智通财经APP获悉，浪潮数字企业(00596)涨超6%，截至发稿，涨6.5%，报5.57港元，成交额4902.9万港元。
消息面上，国泰海通证券指出，关税摩擦将导致全球科技产业链受到较大影响，极大刺激国内信创产业推进。央国企方面，根据易华录2022年年报数据显示，2027年央国企要100%完成信息化系统的信创改造工作。该行认为央国企具备重大影响力，有望成为信创引领者。该行认为，国内信创产业推进迎来新一轮机遇期，该行预计国内信创产业将迎来加速、深化、出海三大变局。
国元国际表示，浪潮数字企业依托股东浪潮集团在云计算、大数据领域的领先地位，公司在ERP国产化进程中占据显著优势。凭借技术实力、政策响应能力及央企资源支持，公司有望成为央国企信创替代的首选合作伙伴。因此公司将充分享受国产信创战略推进带来的时代红利，而且市场需求呈增长趋势，未来业绩增长预期将持续兑现。在技术融合与政策驱动双重赋能下，公司将迎来历史性机遇。
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.