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《大行報告》中銀國際降金山軟件(03888.HK)評級至「持有」 目標價升至38.32元
阿思達克 04-24 15:29
中銀國際發表報告指,金山軟件(03888.HK)首季毛利率穩定。目前公司已經發布兩個關鍵項目,包括新的會員計劃和類似GPT的人工智能產品WPS AI。該行預計兩項項目將改善公司的長期增長軌跡,但考慮到認為受惠GPT概念,該股短期內估值已經變得合理,認為不應低估來自互聯網協作工具和微軟帶來競爭加劇的風險,將評級由「買入」下調至「持有」,目標價則由37.33元升至38.32元。
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