智通财经APP获悉，金蝶国际(00268)再涨超8%，近十个交易日累涨近24%。截至发稿，涨7.94%，报9.79港元，成交额2.41亿港元。
天风证券表示，展望2025年，AIAgent和推理需求的指数级增长有望引领规模化AI应用元年，持续推动软件产品能力边界的拓展，赋能企业实现更高效的运营和成本优化。结合大模型与AI Agent未来的技术进步，智能化应用场景加速拓展，助力企业级市场实现降本增效。
里昂发表报告指，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。报告指出，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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