智通财经APP获悉，金蝶国际(00268)盘中涨超4%，截至发稿，涨4.64%，报8.34港元，成交额5252.42万港元。
花旗发布研报称，在政策支持和盈利前景改善的推动下，中港科技及通讯股估值在2024年后得到重新评估。展望2025年，该行将重点放在“4A”主题及受益者，包括Android、汽车、人工智能(涵盖计算及货币化)、苹果。该行续指，鉴于特朗普就任美国总统在即，预计市场未来将出现获利回吐及避险的走势。同一时间，苹果及人工智能的货币化情绪，或会随着更多产品发布而于今年第二季末出现。在软件领域中，推荐金蝶国际。
里昂指出，中国去年软件开支稳定，未来三年前景强劲，认为相关开支应在今年提速，受惠去年9月一系列经济刺激政策将开始带来动力。该行料今年中国软件业盈利能力表现改善，受惠去年执行的严格成本管控。报告又指，IDC预测人工智能软件开支受惠快速增长动力，2023年至2028年年复合增长率达29.9%。该行首选股为金蝶国际。
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