大行評級|高盛:上調中軟國際目標價至5.6港元 DeepSeek驅動加速企業部署AI軟件和服務
高盛發表研報指,中國軟件國際本月宣佈以DeepSeek-R1 671B基礎模型和華爲雲提供支持,推出升級版一站式人工智能服務解決方案,有助企業客戶快速部署DeepSeek基礎模型、訂製專屬模型及以API快速連接業務,加速客戶在業務營運中使用生成式AI。
高盛相信,此將驅動中軟國際的IT服務發展,加速從傳統IT服務向更高附加值的智能雲服務和解決方案的升級,大致維持該公司去年盈利預測不變,但考慮到來年或有更大研發開支,將2025至2027年淨利潤預測下調26%、18%及11%,基於2025年預測市盈率約15.4倍,將目標價上調至5.6港元,評級“中性”。
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