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9,800万元人民币。该行下调集团今年收入预测3%，上调明年收入预测0.7%，又降今年盈测12%，但上调明年盈测7%。该行将集团目标价由11元调升至19元，评级为“买入”。(sl/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 16:25。)
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