异动解读 | 金山软件盘中大跌5%,此前WPS格式使用消息被澄清

异动解读
Oct 14, 2025

周二盘中,港股金山软件(03888.HK)股价大跌5.03%,延续了前一交易日的高波动。这一走势引发市场关注,背后原因值得探讨。

回顾上一个交易日,金山软件股价曾大涨13.82%,创下近期新高。这波上涨主要源于市场传闻称商务部公告首次采用WPS格式,被视为国产软件获得官方认可的重大信号。然而,事实证明这一消息并不准确。南方都市报记者调查发现,商务部使用WPS格式文件至少可以追溯到2020年,并非首次。这一澄清可能是导致今日股价回调的主要原因。

尽管如此,投资者对金山软件的兴趣依然浓厚。数据显示,该股在13日首次登上港股通成交活跃榜,成交额达19.32亿港元,净买入2.86亿港元。这表明,即便在消息被澄清后,市场对国产软件行业的长期发展前景仍保持乐观态度。随着国家持续推进信息技术应用创新,预计国产软件替代进程将继续加速,金山软件有望从中受益。

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