智通财经APP获悉，浪潮数字企业(00596)涨超16%，截至发稿，涨15.44%，报6.43港元，成交额1.19亿港元。
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。据悉，ERP系统是企业数字化转型的核心工具，AI技术对ERP系统的深度融合赋能，将大幅提升企业运营效率。德邦证券此前指出，DeepSeek降低AI应用开发门槛推动AI平权，有望加速Agent落地，而ERP作为企业服务的重要入口，汇聚组织内外核心数据，在Agent落地过程中具备稀缺性。
值得注意的是，浪潮数字企业的实际控制人为山东省国资委，母公司为浪潮集团。海通证券此前指，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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