金吾财讯 | 软件及数据中心股普升，万国数据(09698)涨9.82%，中国软件国际(00354)涨9.43%，金山软件(03888)涨7.51%。消息面上，美银证券指，该行覆盖的18只内地软件及数据中心股上周平均升24%，跑赢MSCI中国指数、恒指及上证指数的13%升幅，受惠于内地宽松措施带来的投资者情绪改善。纵使宽松措施短期对软件股基本因素影响有限，该行相信明年软件开支潜在改善，触发行业股份在逾两年的价值下调后出现强劲的价值修复。该行偏好金山软件的强劲游戏业与办公软件人工智能变现能力，中软的下半年需求复苏预测，以及万国数据的人工智能推动需求，并指有关股份有更高的增长能见度。
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