港股详情

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金蝶国际

13.760

+0.1801.33%

成交量：2,423.30万

成交额：3.36亿

市值：488.20亿

市盈率：-211.72

高：14.140

开：13.760

低：13.640

收：13.580

数据加载中...

总览公司新闻公告

概念

云办公+1.59%

SaaS概念+1.07%

科网股+2.30%

云计算+1.59%

北水核心资产+1.93%

新IT概念+2.78%

资金流向

资金流入：

资金流出：

新闻

金蝶国际(00268)上涨2.59%，报13.48元/股

港股午评：恒指收涨1.21% 蜜雪集团首挂大涨40%

【野村降金山云评级降至“中性” 目标价大升至18.1美元】野村的研究报告将金山云的评级由“买入”降至“中性”，目标价由6.7美元大升至18.1美元。该行料公司业务走势将维持强劲，因为人工智能收入展望更强，主要受到小米的大模型训练需求，以及小米和金山软件就自动驾驶及WPS AI的界面需求。另外，由于DeepSeek在内地正加快其AI投资，相信金山云将因为其强大的储备和AI服务器的项目，已处于有利位置。该行上调金山云2024年至2026年的收入预测0.7%至4.4%，上调盈利预测0.4%至19.3%，以反映AI需求强过预期；惟该股股价在过去60天累计上升135%，认为已大致反映了上述正面展望。该行在内地软件及云业务板块偏好金山软件及金蝶国际。

野村降金山云(KC.O)评级降至“中性” 目标价大升至18.1美元

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