智通财经APP获悉，浪潮数字企业(00596)现涨超5%，截至发稿，涨4.54%，报6.68港元，成交额4137.2万港元。
国泰海通证券指出，关税摩擦将导致全球科技产业链受到较大影响，极大刺激国内信创产业推进。央国企方面，根据易华录2022年年报数据显示，2027年央国企要100%完成信息化系统的信创改造工作。该行认为央国企具备重大影响力，有望成为信创引领者。
国元国际表示，浪潮数字企业依托股东浪潮集团在云计算、大数据领域的领先地位，公司在ERP国产化进程中占据显著优势。凭借技术实力、政策响应能力及央企资源支持，公司有望成为央国企信创替代的首选合作伙伴。中泰国际则指出，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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