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研報掘金丨華泰證券:鼎捷軟件持續圍繞“智能+”的戰略佈局,維持“買入”評級
格隆匯7月28日丨華泰證券研報指出,23H1鼎捷軟件(300378.SZ)持續圍繞“智能+”的戰略佈局,已基於鼎捷雅典娜融合AIGC技術開展了多個研發項目。預計公司23-25年EPS分別為0.59/0.73/0.94元,可比公司平均23E 48.7xPE,考慮公司率先完成產品落地與收入轉化,綜合考慮公司的平台優勢,給予23E 60xPE,對應目標價35.53元,維持“買入”評級。公司持續推進LLM與產品的結合,將文心一言賦能雅典娜平台;發佈融合GPT技術的企業級知識機器人ChatFile截至23H1末已有超百家客户申請試用;在中國台灣地區,雅典娜平台結合Azure OpenAI開發出引入GPT能力的新應用。認為公司基於雅典娜平台,持續推進LLM技術與產品的結合,有望為公司發展提供全新增長動力。
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