大行評級|交銀國際:上調金山軟件目標價至30港元 評級上調至“買入”
交銀國際發表報吿指,金山軟件首季遊戲投放收縮,收入遜預期但利潤好於預期。遊戲業務表現按年穩定,其中《劍網3》表現穩健。WPS 1 季度收入增長主要受到個人訂閲和機構訂閲的增長所推動。報吿指,《劍網3無界》手遊有望在6月上線。《塵白禁區》4月中旬新版本上線後流水提升明顯,估算第2季《塵白禁區》對遊戲收入貢獻約15%。預計全年遊戲收入增長12%,此前預測為9%。WPS AI辦公平台開啟商業化,有望推動WPS個人訂閲及機構訂閲收入的客單價及付費率提升。
該行微調金山軟件收入預測,上調全年淨利潤預測 4%,將目標價從26港元上調至30港元,上調評級至“買入”。
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