【中金:维持金山软件(03888.HK)“跑赢行业”评级 目标价50港元】智通财经APP获悉,中金发布研报称,基于对金山

智通财经
22 Jul
【中金:维持金山软件(03888.HK)“跑赢行业”评级 目标价50港元】智通财经APP获悉,中金发布研报称,基于对金山软件(03888.HK)新游戏表现的审慎假设,下调2025年和2026年收入2.4%/3.1%至110.7亿元/123.6亿元。综合考虑2025年收入下调的影响,维持2025年归母净利润基本不变;考虑到2026年收入下调以及集团AI相关投入增加,该行下调2026年归母净利润17.9%至19.0亿元。维持跑赢行业评级和目标价50港元(基于2025年SOTP;对应35倍2025年市盈率)。公司目前交易于25.2倍2025年市盈率,对应38%上行空间。

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