野村发表研究报告指，金蝶(00268.HK) 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。野村预期，金蝶去年收入按年增长约12%，云业务收入按年增18%，金蝶云订阅服务年经常性收入(ARR)按年增约24%，而净亏损或收窄至9,800...
Source Link野村发表研究报告指，金蝶(00268.HK) 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。野村预期，金蝶去年收入按年增长约12%，云业务收入按年增18%，金蝶云订阅服务年经常性收入(ARR)按年增约24%，而净亏损或收窄至9,800...
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