金蝶国际（00268）今日盘中大涨5.83%，引发市场关注。截至盘中，该股报16.83港元，成交额达2.1亿港元。
消息面上，山西证券近期发布研报，看好金蝶国际的发展前景。该公司于5月20日升级发布苍穹Agent平台2.0，内置丰富的任务流模板、提示词模板、MCP工具等，可实现AI应用的敏捷落地。同时，公司基于该平台推出了金钥财报、ChatBI、差旅智能体、招聘智能体和企业知识智能体5大Agent应用，并已签约通威股份、海信集团、中国金茂等重点客户，显著提升了客户业务效率。
分析师认为，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。随着AI场景化落地加速，预计将逐步贡献重要业绩增量。山西证券预计公司2025-2027年EPS分别为0.03、0.10、0.17元，给予"买入-A"评级。投资者对金蝶国际在AI领域的布局及未来增长潜力表示认可，推动股价强势上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.