11月5日盘中,中国软件国际(00354)股价大涨7.16%,引发市场关注。分析人士指出,这与南向资金持续增持、华为旗舰新机有望搭载鸿蒙系统,以及国内信创行业政策利好等因素有关。
消息面上,南向资金连续3日大手笔增持中软国际,显示机构对该股长期增长前景保持乐观。中软国际作为华为鸿蒙操作系统生态重要合作伙伴,有望随鸿蒙渗透率提升而受益,华为新旗舰Mate 70系列或将搭载纯血鸿蒙系统进一步催化了相关预期。
与此同时,国内信创概念股集体走强,多重利好政策支持下,行业有望进一步放量,中软国际作为国内领先的信创软件企业将充分受益。分析师表示,该公司有望受益于信创产业新一轮发展机遇,继续保持稳健增长。
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