大行评级|大摩:下调金山软件评级至“与大市同步” 目标价降至41元

格隆汇
21 Jul

摩根士丹利发表报告,将金山软件的评级由“增持”降至“与大市同步”,目标价由45元降至41元,原因是其主要游戏《解限机(Mecha Break)》的首载表现逊预期,办公软件人工智能变现仍面对困难。另外,大摩亦将金山软件2025至2027年游戏收入预测下调11%至13%,每股盈利预测下调25%至30%。

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