港股上市公司金蝶国际（00268）今日盘中股价大跌5.05%，引发市场关注。分析人士认为，公司近年来的持续亏损以及云业务转型面临的挑战可能是导致股价下跌的主要原因。
根据最新财报显示，金蝶国际过去五年累计亏损约13.8亿元。尽管公司在云业务转型方面取得了一定进展，云服务收入占比已超过80%，但持续的高额研发投入和激烈的市场竞争使得公司难以扭亏为盈。金蝶面临着既要与用友等国内对手争夺大客户，又要应对小微企业价格敏感，同时还要抵御国际巨头降维打击的多重压力。
值得注意的是，尽管金蝶国际股价承压，但南向资金似乎对其保持信心。数据显示，4月2日南向资金增持金蝶国际1395.57万股，连续4日增持。截至当日收盘，港股通共持有金蝶国际87305.59万股，占流通股24.60%。这一动向或许表明，部分投资者认为金蝶国际的长期发展前景仍然看好，但短期内公司可能仍需面对转型带来的财务压力和市场挑战。
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