智通财经APP获悉，金山软件(03888)跌超3%，截至发稿，跌3.44%，报33.7港元，成交额3.35亿港元。
消息面上，大摩发布研报称，将金山软件评级由“增持”降至“与大市同步”，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。目标价由45港元降至41港元。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%。
另外，中金研报指出，预计2025年二季度金山软件收入22.9亿元，同比下滑7.5%；预计当季录得经营利润4.00亿元，对应经营利润率17.5%。基于对金山软件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。
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