【券商聚焦】交银国际维持金山软件买入评级 预计今年在新游带动下仍有稳定增长潜力

金吾财讯
20 Mar

金吾财讯 | 交银国际研报指,金山软件(03888)2024年游戏业务在新游的带动下实现31%的收入增长,游戏业务运营利润率同比提升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功能应用有望继续推动WPS 365及WPS个人订阅业务快速增长。该行微调利润预测,基于2025年游戏/WPS业务10倍/25倍市盈率,以及金山云市值上升,该行将目标价从33港元上调至50...

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