浪潮数字企业(00596)今日盘中大涨8.62%,引发市场关注。
消息面上,国家市场监管总局日前对谷歌公司涉嫌垄断行为展开立案调查。分析人士认为,特朗普政府已将关键科技领域自主可控列为重中之重,信创、软件国产化等领域将迎来新一轮推广周期,相关上市公司将获益。
作为中国领先的国企科技公司,浪潮数字企业在云计算、人工智能等新兴科技领域持续加大研发投入,并致力于企业数字化转型及管理软件如ERP的国产替代,已在众多央企国企及大型企业中建立竞争优势。若信创、软件国产化需求上升,市场预期浪潮将进一步受益,成为公司股价暴涨的主因。
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