億聯網絡(300628.SZ):客户部署會議室存在一定的滯後期,會繼續和微軟保持跟進
格隆匯6月1日丨億聯網絡(300628.SZ)於2023年5月接受機構調研、現場參觀或參加分析師會議、券商策略會等等,交流環節中,就“微軟Teams月活數上升對公司硬件設備銷售的影響?”,公司回覆稱,公司一直以來都有與微軟做AI功能的協同開發,並且很多聯合發佈的產品都具有超前性,包括與微軟聯合開發兩年多時間且即將上市的360度多合一全景智能攝像頭SmartVision60,這也得益於公司有能力提供具備領先性和競爭力的會議室解決方案,是微軟對公司產品能力和研發實力的高度認可。
當前,微軟Teams在AI賦能下能力的強大,提升了客户在選擇平台時對微軟的傾向性及決策速度,有利於微軟提升平台的市場份額,公司對進一步完善微軟會議室解決方案也會更加堅定。但客户部署會議室存在一定的滯後期,我們會繼續和微軟保持跟進。
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