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中金:維持金山軟件(3888.HK)優於大市評級 升目標價至33港元
格隆匯 05-12 13:30

中金髮表研究報告指,金山軟件(3888.HK)首季遊戲和辦公業務表現出色,預期將可帶動經營利潤由虧轉盈,加上旗下金山雲於美股上市亦料會緩解現金壓力,因此上調金山軟件目標價至33港元,維持優於大市評級。

中金指,新型肺炎疫情讓遊戲玩家有更多閒暇時間,利好整體遊戲行業,惟可能會令公司後續遊戲產品儲備推遲。此外,金山辦公在疫情期間表現強勁,訂閲業務持續增長,且營運槓桿亦有改善。該行預計,金山軟件首季經營利潤約650萬元人民幣,去年同期則錄虧損8200萬元人民幣,並將公司今年非GAAP淨利潤預測上調36%。

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