智通财经APP获悉，交银国际发布研报称，上调金山软件(03888)目标价51.5%，从33港元升至50港元，维持“买入”评级，主要基于2025年游戏/WPS业务10倍及25倍市盈率，以及金山云(03896)的市值上升。
该行称，公司2024年游戏业务在新游的带动下实现31%的收入增长，游戏业务运作利润率同比增15个百分点至42%。预计2025年在新游的带动下仍有稳定增长的潜力。WPS AI功能应用预计将继续推动WPS 365及WPS个人订阅业务快速增长。
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