港股异动|金山软件涨近4%WPS受益于国产化趋势金山云受益于5G
格隆汇8月27日丨金山软件(3888.HK)涨近4%,报13.92港元,成交9588万港元,总市值191亿港元。金山软件上周发布第二季度财报。财报显示,公司营收人民币18.74亿元,较上年同比增长39%。其中,金山云营收9.18亿元,同比增长96%,在金山软件总体营收占比提升至49%。而金山云在政府及企业服务市场,业务同比增长489%,其中金融行业业务同比爆增超10倍。广发证券近日发布研报称,虽然游戏波动短期影响投资情绪,办公和云前景相对乐观,WPS受益于国产化趋势,金山云受益于5G。考虑WPS行业领先地位及35%~40%的收入增速,同时参考可比公司较高的PE估值,将WPS19年PE估值升至35倍,根据SOTP,合理价值为18.7港元/股,给与“买入”评级。
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