金吾财讯 | 软件股涨幅居前，截至发稿，金山软件(03888)涨16.75%，浪潮数字企业(00596)涨4.95%，金蝶国际(00268)涨3.07%，迈富时(02556)涨1.05%。消息面上，中信建投发研报指，美国拟加码对华关税，并对关键软件限制出口。复杂国际形势下科技自立自强重要性凸显，信创软件及工业软件替换已步入深水区，党政信创资金落地、行业信创向核心系统逐步替换。AI产业链国产化进程同样提速，升腾CANN开放代码、海光CPU开放互联总线等，推动AI产业链全国产化闭环，实现AI产业安全可控发展。国产工业软件受益替换政策和国际形势变动影响，灯塔工厂在十五五期间的加速落地也将为AI+工业软件及Agent相关厂商带来良好发展机遇。
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.