智通财经APP获悉，高盛发布研报称，中国ERP板块方面，金蝶国际(00268)上半年收入预期同比增长13%至32亿元人民币，主要受到大型企业客户支出改善的推动，相信人均生产力提升将带动盈利改善，维持金蝶“买入”评级。高盛并上调金蝶国际2026及2027年盈利预测约1%，以反映大型企业云服务收入增长及营运效率提升带动经营支出比率微降，今年度预测维持不变，目标价从17.81港元上调至18.87港元。
高盛预期所覆盖的九间软件公司第二季收入增长将录得按季改善，主要受到客户订单动能回升的带动，但例如建筑等部分行业的IT支出仍面临短期压力。该行预计软件公司下半年随着营运效率提升及人员优化，盈利增长或可改善。
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