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港股異動 | 軟件股走強 金山軟件(3888.HK)漲超6%
格隆匯8月23日丨軟件股走強,魯大師、金山軟件、金蝶國際、阜博集團均漲超6%。工信部數據顯示,1-7月,我國軟件業完成軟件業務收入51441億元,同比增長21.4%,增速比上半年回落1.8個百分點,近兩年複合增長率為14.8%,較上半年提高0.1個百分點。1-7月,全行業實現利潤總額5838億元,同比增長12.3%,比上半年回落1.3個百分點,近兩年複合增長率為8.8%。摩通近日發研報指,金山軟件股價自2月高位累跌約53%,同期MSCI中國指數累跌26%,主要由於投資者對金山雲以及整體內地互聯網股票更加謹慎。考慮到金山軟件估值吸引和具戰略價值,該行建議投資者可以收集該股,看好其為中國雲計算和辦公軟件市場潛在增長代表;目標價由75港元下調至70港元,評級增持。

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