金蝶国际(00268)今日盘中大涨5.56%,引发市场关注。截至发稿时,该股报13.22港元,成交额达1.73亿港元。
消息面上,金蝶国际集团总裁章勇近日接受媒体访问时透露,公司将执行"AI优先"的发展战略。章勇表示,今年公司将着力研发AI标准产品及解决方案,计划于5月份发布多款重磅AI产品应用。金蝶国际的长期目标是到2030年,使AI相关收入贡献提升至20%。这一战略布局显然得到了投资者的积极认可。
值得注意的是,金蝶国际已将DeepSeek全面集成至其云全线SaaS应用及云苍穹平台。华安证券分析指出,这一集成将使金蝶的SaaS应用能够对财务管理、人力资源等流程进行赋能优化,实现分析与决策上的降本增效。此外,苍穹Agent平台可通过低成本的算力进行推理,同时在数据端上进行保障,为用户提供高效智能体搭建和多模型混合应用迭代的能力。这些技术进步有望进一步增强金蝶国际在企业服务市场的竞争力。
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