中国软件国际(0354.HK):全面布局AIAGENT业务 生态场景卡位构建竞争优势

海通证券
03 Jan

全面的AI Agent 业务布局,致力于打造最优秀IT 服务商。①战略目标:紧跟华为云进攻步伐,持续引领华为云大盘,构建中软国际有质量的云底座,打造稳定而持续的第二增长曲线。②业务布局,“1 个底座”:云智能,“3 大赛道”:AIGC 应用与模型工厂服务(升腾云/升腾计算、赋能云/AI 原生应用引路/盘古大模型等),鸿蒙AIOT 与数字孪生(城市生命线/电力水利交通鸿蒙/星闪/鸿蒙PC/鸿蒙元服务...

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