智通财经APP获悉，中国软件国际(00354)涨超3%，截至发稿，涨3.55%，报5.83港元，成交额1.13亿港元。
里昂发布研报称，DeepSeek的突破表明人工智能(AI)软件应用层将迎来蓬勃发展，因为软件供应商能以更低的成本使用性能良好的大型语言模型(LLMs)。同时，亦使软件供应商更容易将AI功能整合到其产品中，带来更有利可图的变现前景。该行认为，AI技术的最新进展可能加剧中美科技战，因此“国内替代”仍至关重要，于该行所覆盖的股份中，看好中国软件国际等主要受益者。
中银国际指出，从2025年开始，预计中国软件的业务基本面将显著反弹，这主要得益于刺激政策、HarmonyOS和人工智能的推动。该行将公司目标价由5.3港元升至5.9港元，预期投资者对IT服务行业的情绪将变得更加积极。
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