野村发布研究报告称，刺激政策、本地化和人工智能投资，将支撑中国软件行业从明年次季开始复苏。该行认为，由于对政府财政刺激的强烈情绪，中国软件指数在过去60天内上涨76%，收复2024年的失地。另认为，在资讯科技支出回升之前，经济刺激计划还需要一段时间才能发挥作用。建议买入金山软件（03888）、金蝶国际（00268）。

　　报告中称，考虑到明年首季的弱季节性，若宏观经济出现明显的复苏迹象，野村认为中国软件行业的基本面复苏可能会从2025年第2季开始加速。该行认为，国内替代和人工智能将成为2025年该行业的两个关键驱动力，前者由外部因素，即地缘政治风险驱动，而后者则由内部因素驱动。

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