【野村：金山软件AI软件及网游均呈健康趋势 上调目标价46%】金十数据3月3日讯，野村发报告表示，下调金山软件(03888.HK)2024—2025年盈利0.9—3.5%，但调高2026年盈利3.2%。基于SOTP估值，上调集团目标价46%，由35港元升至51港元。维持“买入”评级。虽预计金山软件的软件业务增长动力在2024年第2季见底，而集团于在2024年下半年已见复苏。同时，由于《尘白禁域》及《剑网3无界》等新游戏的推出广受好评，该行预计随着下游IT支出的复苏和LLM创新推动用户对WPS AI的采用加速，办公室软件的需求将在2025—2026年逐步回升。报告指，该行下调2024—2025年收入0.4—1.6%，以反映软件需求增长可能放缓，但同时调高2026年收入1.6%，因该行认为，长期而言，AI变现将有所改善。
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