异动解读 | 金蝶国际盘中大涨5.05%,新收费模式和AI产品推动增长预期

异动解读
Jun 26

港股金蝶国际(00268)今日盘中大涨5.05%,引发市场关注。消息面上,公司近期的多项举措获得市场积极反应,推动股价上涨。

金蝶国际宣布将于7月起对需要工单支持服务等高端功能的云客户收取额外服务费,相当于15%的订阅费。大和证券预计,这一举措将推动明年订阅ARR(年度经常性收入)提升3%至5%。此外,公司近期推出的AI代理产品也引起了市场关注。虽然定价尚未确定,但分析师预计可能采用按用量收费模式,有望推动明年云服务ARPU(每用户平均收入)增长。

多家券商对金蝶国际的前景持乐观态度。大和证券将公司评级从"跑赢大市"上调至"买入",并将目标价从17.5港元上调至19.5港元。高盛则重申对金蝶国际的买入评级,看好公司在AI领域的布局。高盛预期,到2030年,AI业务可能为金蝶贡献约20%的总收入。这些积极的分析报告进一步提振了投资者信心,推动股价上涨。

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