高盛发表报告指,对金蝶国际(00268.HK) 持建设性看法,作为内地领先的企业软件本地供应商,其在云转型方面处于早期阶段,主要推动因素包括持续收入增长。这将提高收入的展望并降低获取客户的边际成本。该行维持评级“买入”,目标价由12.53元升至12.7元。该行预计去年和2025年的年度总经常性业务收入将分别占总收入的53%和57%,这将促进有利的收入结构、大型企业云客户的增长,而金蝶国际在中小企业...
Source Link高盛发表报告指,对金蝶国际(00268.HK) 持建设性看法,作为内地领先的企业软件本地供应商,其在云转型方面处于早期阶段,主要推动因素包括持续收入增长。这将提高收入的展望并降低获取客户的边际成本。该行维持评级“买入”,目标价由12.53元升至12.7元。该行预计去年和2025年的年度总经常性业务收入将分别占总收入的53%和57%,这将促进有利的收入结构、大型企业云客户的增长,而金蝶国际在中小企业...
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