港股异动 | 浪潮数字企业(00596)午后涨超8% 信创迎来新一轮推广周期 公司持续推动ERP国产替代

智通财经
04 Feb

智通财经APP获悉,浪潮数字企业(00596)午后涨超8%,截至发稿,涨8.39%,报4.78港元,成交额3048.03万港元。

消息面上,据国家市场监管总局消息,因谷歌公司涉嫌违反《中华人民共和国反垄断法》,市场监管总局依法对谷歌公司开展立案调查。长江证券此前指出,特朗普上任美总统,关键技术的自主可控势在必行,信创等科技自主重要方向有望迎来新一轮推广周期,产业链整体受益。

公开资料显示,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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