智通财经APP获悉，浪潮数字企业(00596)现涨超9%，截至发稿，涨5.95%，报4.45港元，成交额2116.27万港元。
西部证券指出，AI只有和业务场景结合才能发挥出多重价值，看好大模型对软件厂商的赋能。软件厂商能更深入理解特定行业需求，例如行业的法规、标准和最佳实践，这使其能够设计出符合行业需求和合规性要求的系统。未来，我们认为AI Agent有望与企业应用深度结合，在教育、税务、金融、OA、ERP、CRM、营销、企业级搜索等各类场景中发挥巨大价值。
据悉，浪潮数字企业的实际控制人为山东省国资委，母公司为浪潮集团。海通证券此前指，公司在央企国企以及大型企业市场具备强竞争力，在云计算、AI等新技术快速发展下，公司持续投入研发创新，全面升级海岳软件产品体系，助力企业数字化、智能化转型，持续推动ERP等管理软件国产替代进程。
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