金蝶国际早盘涨超4% 里昂称软件业盈利能力将改善

新浪港股
14 Jan
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  金蝶国际(00268)早盘上涨4.39%,现报8.32港元,成交额6853.26万港元。

  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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