港股异动 | 浪潮数字企业(00596)再涨超4% 近期发布海岳商业AI及海岳大模型3.0 公司有望受益ERP国产化

智通财经
Apr 29, 2025

智通财经APP获悉,浪潮数字企业(00596)再涨超4%,截至发稿,涨3.62%,报7.72港元,成交额1353.36万港元。

消息面上,4月18日,2025浪潮数字企业创新大会在北京举办。会上正式发布了海岳商业AI及海岳大模型3.0,面向企业经营管理、生产运营等领域业务痛点,打通企业智能化落地“最后一公里”。同时,浪潮发布了“全球化生态战略”,助力中国企业通过技术共生、市场共拓、标准共建,实现全球生态协同价值跃迁。

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。国元国际则表示,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。

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