智通财经APP获悉，麦格理发布研报称，首次覆盖滴普科技(01384)，给予“跑赢大市”评级，目标价62港元。该行指出，DeepexiOS已成为公司增长引擎，公司正由项目制解决方案商演进为可规模化的企业AI操作系统及智能体基础设施平台。DeepexiOS于今年上半年收入同比增长209%，占集团收入近八成。
麦格理预计，滴普科技2026至2028年收入复合年增长率达79%，并预计2026年实现盈亏平衡，2026至2028年每股盈利复合年增长率预计达261%，公司毛利率由2025年全年的55.1%扩大至今年上半年的56.5%。此外，在IPO及后续融资后，该行预计公司2026年底净现金约25亿元人民币，近期流动性及杠杆风险有限。
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