智通财经APP获悉，浪潮数字企业(00596)涨超4%，截至发稿，涨4.03%，报5.68港元，成交额3036.75万港元。
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。不仅能将浪潮海岳大模型ChatBI、智能文档撰写、智能填单、合同审核、智能评标等智能应用场景模型一键切换至DeepSeek模型，还支持DeepSeek模型微调和开发基于DeepSeek的AI应用。
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。分析公司目前估值，对应2025年动态PE约10倍，较其他同行有显著优势，建议关注。
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