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《大行報告》大和下調金蝶國際(00268.HK)目標價至15元 評級「買入」
阿思達克 07-25 09:55
大和發表研究報告指,預計金蝶國際(00268.HK)的中期業績將基本符合當前市場預期。該行料集團將於8 月8日舉行會議上發布由大語言模型(LLM)支持的新AI功能,或會自明年起提高每訂閱用戶的平均貢獻收入。該行認為,公司發布人工智能產品會成為其重新評級的催化劑。 該行預計,集團上半年收入將按年增長17%至26億元人民幣,主要是受到具有彈性的雲業務所推動。該行又料集團國際財務報告準則下淨虧損將收窄至2.61億元人民幣,淨虧損率為10%。 該行指,由於營運開支略為增加,上調集團每股虧損預測2%,目標價由20元下調至15元,重申「買入」評級。
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