智通财经APP获悉,浪潮数字企业(00596)涨超7%,截至发稿,涨7.49%,报5.74港元,成交额8870.78万港元。
消息面上,浪潮海岳大模型已实现DeepSeek全量模型适配,支持用户在公有云、私有云模式下使用相关智能服务。国元国际认为,浪潮海岳大模型接入DeepSeek是公司旗下企业应用从“AI集成”向“AI原生”的转变,公司快速将大模型内化为自己的产品与技术能力,将有助于推动形成更广泛的AI生态,促进上下游企业之间合作与协同创新,共同推动公司云业务发展。
海通证券此前研报指出,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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