《大行報告》中金下調金山軟件(03888.HK)目標價至77元 維持「跑贏行業」評級
中金髮表報告表示,金山軟件(03888.HK)旗下遊戲子公司西山居於上海舉行劍網3端遊系列直面會,發佈將於7月23日正式上線的遊戲《劍網3緣起》。劍網3家族擴充新品,吸引老玩家迴歸。截至7月8日,全平臺已經有超過400萬玩家預約。
中金認爲《劍網3緣起》將開啓平行宇宙時代,偕同自己的故事及玩法,成爲長期運營的遊戲。
中金維持金山軟件「跑贏行業」評級,考慮到集團旗下雲計算子公司金山雲近期股價波動較大,相應調整2021年分部估值中雲業務的估值水平,目標價下調14%至77元。公司現價相當卞32021年非通用準則市盈率51.6倍,上行空間85%。(su/u)
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