智通财经APP获悉，金蝶国际(00268)涨超4%，截至发稿，涨4.2%，报12.9港元，成交额8.56亿港元。
消息面上，高盛研报指出，金蝶国际全面接入DeepSeek大模型，降低推理成本提升效率。该行认为企业应用是较早反映大规模人工智能模型优势的领域，该模型具有基于企业数据库生成新内容的能力，DeepSeek模型的推出提供了具有较低API Token成本和更高资料安全等级的解决方案。该行相信人工智能能力使金蝶更容易吸引新客户，该公司将通过与多个人工智能基础模型的合作，继续开发新的人工智能应用场景。
该行上调金蝶估值基础，由原先预测2025年市销率4.5倍升至5.2倍，以反映软件同业最新市销率估值倍数。以现金流折现率计，目标价由原先12.7港元升至14.2港元，相当于预测今年市销率5.6倍，低于历史均值，并认为现估值吸引，维持“买入”评级。
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