研報掘金丨海通證券:深信服將保持增長趨勢,首予“優於大市”評級
海通證券研報指出,深信服(300454.SZ)2024年業績承壓,網安、雲計算行業端保持雙位數增長,國內增速超全球。公司專注於軟件和信息技術服務行業,致力於讓政府部門、事業單位和各類企業等在內的企業級用戶的IT更簡單、更安全、更有價值,當前主營業務爲向前述企業級用戶提供信息安全、雲計算、企業級無線相關的產品和解決方案。預計AI帶動雲計算需求提升,以及網安下遊支出拐點到來,公司將保持增長趨勢。2025年合理價值區間爲139.97-174.96元,首次覆蓋,給予“優於大市”評級。
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