研報掘金丨中原證券:維持金山辦公“增持”評級,辦公軟件將迎來重要產業變革
中原證券研報指出,金山辦公(688111.SH)Q3收入10.98億元,金額低於Q2的水平,增速9.40%。分項業務來看,Q3公司兩大訂閲業務都取得了不錯的成績,但是受到黨政信創需求下滑的拖累,Q3國內機構授權業務同比下滑。Q4隨着學校開學以及政府層面資金的改善,該行認為公司的個人訂閲業務和國內機構收取業務都會有改善預期,同時費用增速有望下降。隨着人工智能技術的重大突破,辦公軟件將迎來重要的產業變革,公司作為國產辦公軟件龍頭有望迎來新機遇。維持對公司“增持”的投資評級。
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