高盛发表研报指，中软国际(00354.HK) 本月宣布以DeepSeek-R1 671B基础模型和华为云提供支持，推出升级版一站式人工智能服务解决方案，有助企业客户快速部署DeepSeek基础模型、订制专属模型及以
API快速连接业务，加速客户在业务营运中使用生成式AI。
高盛相信，此将驱动中软国际的IT服务发展，加速从传统IT服务向更高附加值的智能云服务和解决方案的升级，大致维持该公司去年盈利预测不变，但考虑到来年或有更大研发开支，将2025至2027年净利润预测下调26%、18%及11%，基于2025年预测市盈率约15.4倍，将目标价上调至5.6元，评级“中性”。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 16:25。)
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