深信服(300454.SZ):將更多的投資於AI技術來提升更多產品的實際價值
格隆匯5月12日丨深信服(300454.SZ)於2023年5月12日下午15:00-16:30召開2022年度網上業績説明會,問答環節中,就“公司的人工智能技術已經率先落地運用到網絡安全產品和超融合中,相對同行競品是否已經取得了領先優勢?相關產品的性能和使用體驗是否產生了類似代差的明顯改善?未來是否有望提價?公司的雲化和訂閲化戰略推進情況,這一戰略何時取得較為明顯的成效是否有預估時間?人工智能技術落地以及企業支出意願下降,是否能夠加快這一進程?”,公司回覆稱,深信服確實是較早應用人工智能的安全廠商,並已經在安全和雲的多個產品中有了較為成功的應用。我們還將更多的投資於AI技術來提升更多產品的實際價值,從而推動業務的發展。深信服也同時在大力推進很多業務的雲化、服務化轉型。雲化的業務形式也將更加有利於AI技術的落地和持續快速的迭代。任何一種重大的創新到取得顯著的業務成功(尤其是財務回報),還是需要足夠的時間。深信服的管理層對此既有足夠的信心也有足夠的戰略定力和耐心。
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