金蝶国际(00268)股价今日盘中大涨5%,引发市场广泛关注。这主要受到分析师对该公司及中国软件行业前景的乐观预期所推动。
资料显示,里昂证券分析师指出,中国去年软件开支保持稳定,未来三年前景强劲。分析师认为,相关开支应在今年提速,将受益于去年9月一系列经济刺激政策带来的动力。
分析师预计,金蝶国际等公司今年的盈利能力将得到改善,受惠于上一年度实施的严格成本管控措施。此外,IDC预测人工智能软件开支将成为快速增长动力,2023年至2028年的年复合增长率高达29.9%,金蝶国际作为该领域的龙头企业将充分受益。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.