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研報掘金丨開源證券:深信服有望邁入新發展時代,維持“買入”評級
格隆匯 02-24 16:48

開源證券研報指出,深信服(300454.SZ)24年業績基本符合預期,費用管控成效突出。考慮公司在雲與網安領域的領軍地位及長期成長性,維持“買入”評級。近期宣佈一朵雲全面向AI升級,向AI 升級後,公司能夠提供HCI+AICP 新一代超融合解決方案,全面優化推理性能,讓跑在一朵雲上的大模型應用可以實現推理性能的大幅提升,降低大模型整體使用成本。我們認爲Deepseek 開啓AI 平權時代,大模型的私有化部署需求旺盛,公司作爲國內AI基礎設施領先廠商之一,有望邁入新發展時代。

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