港股异动 | 金山软件(03888)跌超4% 新游戏《解限机》表现逊预期 中金下调全年游戏收入增速预测

智通财经
01 Aug

智通财经APP获悉,金山软件(03888)跌超4%,截至发稿,跌4.06%,报34.3港元,成交额4.03亿港元。

消息面上,大摩近日发布研报称,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》的首载表现逊预期。办公软件AI变现仍面对困难。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%。目标价由45港元降至41港元。

中金也表示,预计二季度金山软件收入22.9亿元,同比下滑7.5%;预计办公业务增长修复,游戏业务高基数下承压。该行指出,剑侠情缘系列续作《剑侠情缘·零》已于5月29日开启全平台公测,上线后表现较为平淡;科幻机甲新游《解限机》亦已于7月2日全球公测上线,公测首日Steam峰值同时在线人数突破13万人。基于对新游戏表现及老游戏持续性的审慎假设,该行将全年游戏收入增速预测由5%下调至持平。

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