野村:看好金蝶及明源雲等股,雲遷移趨勢有利發展
野村發表研究報吿指,中國雲及軟件行業於上半年錄得穩健的收入增長,主要由於2020年首季因新冠疫情的低基數,2021年第二季增長持續減慢;而領先的軟件及SaaS公司持續增加研發及營銷的投資,對上半年的增長很重要。該行維持對用友軟件、金蝶國際(0268.HK)及明源雲(0909.HK)的買入評級。
該行指,政府及大型國企將繼續大量投入資訊科技發展,將成為公司盈利能力的重要驅動力。該行續指,因疫情導致的需求將恢復至正常水平,惟人工智能、工業軟件等驅動工業數字化及創新的程式則有需求。該行又指,中國的“雲遷移”趨勢對國內SaaS及PaaS的公司是個好兆頭。
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