智通财经APP获悉，野村发布研报称，维持金山软件(03888)“买入”评级，基于SOTP估值，将集团目标价由35港元上调46%至51港元，下调金山软件2024-2025年盈利0.9-3.5%，调高2026年盈利3.2%。该行下调2024-2025年收入0.4-1.6%，以反映软件需求增长可能放缓，但同时调高2026年收入1.6%，长期而言，AI变现将有所改善。
报告指，虽预计金山软件的软件业务增长动力在2024年第2季见底，而集团于2024年下半年已见复苏。同时，由于《尘白禁域》及《剑网3无界》等新游戏的推出广受好评，该行预计随着下游IT支出的复苏和LLM创新推动用户对WPSAI的采用加速，办公室软件的需求将在2025-2026年逐步回升。
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.