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The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
Analysts Have Lowered Expectations For Kingdee International Software Group Company Limited (HKG:268) After Its Latest Results
Jefferies Downgrades Kingdee International Software Group to Hold From Buy, Adjusts Price Target to HK$16.04 From HK$17.32
[Brokerage Focus] China Merchants maintains a "strong buy" rating on KINGDEE INT'L (00268), indicating that strong customer demand is expected to further translate into company performance.
KINGDEE INT'L (00268) is projected to achieve a total revenue of 6.256 billion yuan in 2024, an increase of 10.2% year-on-year; a net loss attributable to the parent company of 0.142 billion yuan, improving from a loss of 0.21 billion yuan in the same period last year; operating net cash flow of 0.934 billion yuan, a year-on-year increase of 42.9%; Cloud Computing Service revenue of 5.107 billion yuan, an increase of 13.4%, accounting for 81.6% of the group's revenue. The annual recurring revenue of KINGDEE Cloud subscriptions is about 3.43 billion yuan, a year-on-year increase of 20.0%, and the cloud subscription contract liabilities have increased by 28.5% compared to last year. Revenue from ERP and Other business reached 1.149 billion yuan,
Citi: Maintains KINGDEE INT'L "Buy" rating and raises Target Price to HKD 18.3.
Citi released a Research Report stating that it maintains a "Buy" rating for KINGDEE INT'L (00268), with a Target Price raised from HKD 12.4 to HKD 18.3. The company's management expects Operating profits to increase further from 6% in the second half of 2024, and anticipates that this year's Operating Cash Flow will exceed 1 billion yuan. The bank currently anticipates that Cloud Computing Service revenue will have a compound annual growth rate of 18% from 2024 to 2027. Citi pointed out that it holds a positive attitude towards KINGDEE INT'L's AI goals for 2030, including achieving 20% of revenue structure from AI-related Business by 2030 and maintaining over 20% Operating profit for KINGDEE Cloud.
Buy n Die Together❤ :
Hamza Khan226 : nice