富瑞:金蝶国际(00268.HK)仍为中国软件行业首选 评级“买入”

智通财经
Aug 12
【富瑞:金蝶国际(00268.HK)仍为中国软件行业首选 评级“买入”】智通财经APP获悉,富瑞发布研报称,金蝶国际(00268.HK)上半年业绩符合预期,收入增长11%,主要受云订阅业务收入22%的增长推动,云订阅业务现占总收入的53%。毛利率增长2.4个百分点,带动毛利增长15%,而营运费用仅增长4.6%。公司AI合同收入超过1.5亿元人民币,显示其已开始向AI转型。该行认为,金蝶仍是其在中国软件行业的首选,目标价16.04港元,评级“买入”。

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