金蝶国际（00268）今日盘中大涨5.83%，截至盘中报价16.83港元，成交额达2.1亿港元。该股此轮上涨主要受益于公司在人工智能（AI）领域的积极布局以及券商的利好研报。
据悉，金蝶国际于今年5月20日升级发布了苍穹Agent平台2.0，该平台内置丰富的任务流模板、提示词模板和MCP工具等，可实现AI应用的敏捷落地。公司基于该平台推出了包括金钥财报、ChatBI、差旅智能体、招聘智能体和企业知识智能体在内的5大Agent应用，目前已成功签约通威股份、海信集团、中国金茂等重点客户，显著提升了客户的业务效率。
山西证券在最新研报中给予金蝶国际"买入-A"评级。该券商认为，作为国内ERPSaaS龙头，金蝶国际的云订阅业务持续推动公司整体保持韧性增长。同时，随着AI场景化落地加速，将逐步为公司贡献重要业绩增量。山西证券预计公司2025-2027年每股收益（EPS）分别为0.03元、0.10元和0.17元。市场普遍认为，金蝶国际在AI领域的布局有望进一步提升公司的竞争力和盈利能力。
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