野村:料金山软件(03888)新游可带动增长 维持“买入”评级

智通财经
29 May

智通财经APP获悉,野村发布研报称,金山软件(03888)第一季业绩由于支出增加导致盈利不及预期。管理层将研发成本上升归因于金山办公的人工智能开发,而销售及市场推广开支的增长主要是由支持新游戏测试及推出前活动的推广及广告活动所带动。管理层指出,金山办公将继续专注于人工智能、合作和全球市场扩张,同时维持研发投资以巩固其技术领导地位。野村认为有关市场推广开支的增长可能将趋于正常,而第二季的新游戏应可带动持续增长。故维持“买入”评级及目标价51港元。

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