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港股異動丨金山軟件跌逾5% 港股通大筆淨流出 大行看淡
格隆匯 11-15 15:35
格隆匯11月15日丨金山軟件(3888.HK)跌逾5%,報18.94港元,成交4.5億港元,總市值260億港元。

港股通昨日淨賣出金山軟件1.34億港元,位列賣出金額第一。野村近日發佈研報稱,金山軟件第三季遊戲收入按年跌2%至6.63億元,遠勝該行預期,主因電腦遊戲《劍俠情緣3》表現較預期理想,而管理層稱第四季《劍俠情緣3》及手遊《劍網3》均會推出更新。季內,雲業務收入按年升62%至9.76億元,其增幅較阿里雲的64%及騰訊雲的80%相對較慢,尤其考慮到金山雲基數遠低於上述兩者。野村認為,金山軟件明年預測市盈率為36倍,意味將有11%潛在下行空間。維持其“減持”評級,目標價為16.5港元。
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