大行評級丨里昂:下調金蝶國際目標價至15.4港元 上半年的業務前景仍保持正軌
里昂發表研究報告指,金蝶國際於5月20日舉辦了Cosmic AI峯會,並推出了其AI代理矩陣。其新款金鈅財報AI代理針對to-C用戶,採用固定價格體系,認爲在當前推廣階段,金蝶或會允許用戶免費試用或提供折扣。與其主要競爭對手相比,里昂認爲金蝶在2025年上半年的業務前景仍保持正軌,並對其預測進行了微調,將目標價從17.6港元下調至15.4港元,維持“跑贏大市”評級。
報告續指,金蝶已將其Cosmic AI代理平臺升級至2.0版本,並在Cosmic平臺上推出了五款AI代理,包括金鈅財報、ChatBI、招聘智能體、差旅智能體和企業知識智能體。金蝶認爲2.0平臺及其AI代理矩陣將幫助企業實現更智能的工作和管理環境。
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