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奇安信(688561.SH):公司對Q1的展望較為樂觀
格隆匯 02-14 15:26

格隆匯2月14日丨奇安信(688561.SH)於2023年2月9日14點00分-15點00分接受機構調研時表示,鯤鵬平台應用後,邊界安全人均創收和人均創利達到行業平均水平3-4倍;由於大禹平台投入支持冬奧態勢感知,研發時間從3個月縮減到1個月;川陀已成為終端安全產品的生產工廠,大大減少開發過程中的bug率等。

另外表示,只要大環境恢復正常,2023預計可以恢復到公司過去正常的增長水平,即顯著高於行業的增速。同時考慮到收入體量已經比較大了,建議市場結合經濟常識,理性看待公司未來的增長中樞目標。目前來看,公司對Q1的展望較為樂觀。

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