智通财经APP获悉，高盛发布研报称，对覆盖范围内的9家软件公司2025年的情况进行了预览。总体而言，高盛预计随着客户订单势头改善，2025年的收入增长将较2024年有所恢复，但某些领域(如建筑业)的信息技术支出仍将面临短期压力。该行预计2025年利润仍将疲软，但得益于运营效率提升和人员优化，2025年下半年利润增长可能会有所改善。推荐买入金山办公(688111.SH)、金蝶国际(00268)、用友网络(600588.SH)。
在高盛看来，即将到来的财报季应重点关注以下关键问题：1)人工智能产品升级(如人工智能代理的进展)及monetization情况;2)2025年下半年客户信息技术支出/项目前景;3)人员规划;4)新业务机会(如垂直领域拓展、非中国市场)。高盛仍然青睐那些在人工智能monetization方面起步较早、经常性收入占比较高且现金流健康的优质公司。
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