港股异动 | 中软国际(00354)再涨近5% 华为鸿蒙超越iOS成中国第二大操作系统 公司有望受益鸿蒙生态发展
中软国际(00354)早盘再涨近5%,截至发稿,涨4.77%,报4.39港元,成交额6422.53万港元。
消息面上,根据机构Counterpoint Research发布的最新数据,华为鸿蒙HarmonyOS在中国市场的份额由2023年一季度的8%上涨至2024年一季度的17%,iOS份额则从20%下降至16%,华为鸿蒙HarmonyOS在中国市场首次超越苹果iOS,成为中国第二大操作系统。
东北证券指出,中软国际有望受益鸿蒙生态发展,进入快速扩张期。海通证券则表示,中软国际作为我国IT服务的龙头,在人工智能高速发展的当下,公司积极布局人工智能相关业务,推出了算力调度平台、模型工厂、昇腾云+混合云一体机、问数大模型等多类人工智能相关的产品和应用,在行业发展中已经占据了重要的领先地位,再叠加公司与华为深厚的合作关系,我们认为未来公司有望跟随行业共同高速成长。
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