金山軟件(3888.HK)大跌超8% 一季度業績公佈後投行看法分歧明顯
格隆匯5月27日丨昨晚公佈業績的金山軟件(3888.HK)早盤還一度高開,開盤後出現跳水走勢,盤中一度跌8.37%至24.65港元,創今年4月15日以來新低,目前跌幅收窄至7%,最新總市值343億港元。金山軟件一季度收益11.71億元,同比增32%;一季度母公司擁有人應占溢利625萬元,上年同期為虧損6780萬元。交銀國際發佈最新研報指出,集團一季度收入低於該行預期4%,因遊戲收入低過預期,將其目標價由29.1港元下調至26港元。不過,匯豐環球將金山軟件目標價由34.83上調至36港元,稱其首季業績優於預期,主要是因為線上遊戲的貢獻更為強勁,好於預期。花旗上調其目標價至32港元,稱其首季雲業務及WPS收入符合預期,遊戲收入則好過預期。
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