智通财经APP获悉，浪潮数字企业(00596)午后涨近8%，截至发稿，涨4.52%，报6.01港元，成交额4511.69万港元。
消息面上，浪潮数字企业将于3月31日举行董事会会议以审批全年业绩。公司此前发布盈喜，预计2024年度净利润约3.5亿至3.9亿元人民币，较上年度增长74%至93%。主要受惠公司持续推进云服务业务转型，云服务业务收入大幅增长并首次录得盈利。
中泰国际发布研报称，DeepSeek的发布对港股资本市场和软件服务行业产生重大影响；加上政策从多维度为科技行业发展提供了有力支持；制造业数字化转型将促进软件服务企业的创新发展和价值提升。该行指出，云服务增长是浪潮数字企业收入和盈利增长的驱动力，预测未来云服务收入每年同比增长30-40%。
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