【高盛:重申金蝶国际(00268.HK)“买入”评级 目标2030年AI贡献约20%的总收入】智通财经APP获悉,高盛发

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【高盛:重申金蝶国际(00268.HK)“买入”评级 目标2030年AI贡献约20%的总收入】智通财经APP获悉,高盛发布研报称,随着苍穹智能体2.0平台的发布,重申对金蝶国际(00268.HK)的买入评级,该平台具备覆盖财务、商旅、招聘等功能的特性,由多个AI基础模型驱动。该行预期公司将继续将智能体扩展至AI销售、AI运营、AI决策等领域,并使AI智能体能够根据不同用户行为提供定制化体验。凭借其在苍穹和星瀚云积累的客户基础,公司目标到2030年AI贡献约20%的总收入。伴随着员工效率和盈利能力的提升,该行看好金蝶作为本土企业服务领导者带来的增量生成式AI收入。

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