热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　野村发布研报称，给予金蝶国际（00268）“买入”评级，目标价由11港元调升至19港元。预期金蝶去年收入同比增长约12%，云业务收入同比增18%，金蝶云订阅服务年经常性收入（ARR）同比增约24%，上调明年收入预测0.7%、明年盈测7%。

　　野村指，金蝶过去数年的SaaS转型已初见成效，为集团带来可持续的收入来源和现金流，由于其主要的投资周期已经过去，相信今年公司可能会扭亏为盈。从长远来看，DeepSeek或有助于加速公司的AI应用开发，为其带来更好的变现机会。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.